INSTITUTE FOR WEALTH MANAGEMENT, LLC. Information

1776 LINCOLN STREET, DENVER, Colorado, 80203, (877) 572-3500

Report Date: 03/31/2014

Position Statistics

Total Positions 83
New Positions 6
Increased Positions 18
Decreased Positions 54
Positions with Activity 72
Sold Out Positions 14
Total Mkt Value (in $ millions) 121

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 94.13%
Healthcare 0%
Services 0.1%
Technology 0%
Transportation
Utilities 0%

83 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
AMGEN INC COM -1 Sold Out 0
EBAY INC COM -4 Sold Out 0
GENERAL ELECTRIC CO COM -6 Sold Out 0
ISHARES U.S. INDS ETF -2,014 Sold Out 0
ORACLE CORP COM -4 Sold Out 0
PROSHARES TR II ULT VIX SHRT TRM -4 Sold Out 0
SCHWAB STRATEGIC TR US SML CAP ETF Sold Out 0
SCHWAB STRATEGIC TR INTL EQTY ETF Sold Out 0
SCHWAB STRATEGIC TR US LCAP VA ETF Sold Out 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF Sold Out 0
SCHWAB STRATEGIC TR INTL SCEQT ETF Sold Out 0
SCHWAB STRATEGIC TR US BRD MKT ETF Sold Out 0
SILVER WHEATON CORP COM -2 Sold Out 0
WAL-MART STORES INC COM -3 Sold Out 0
CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 4 New 41
WISDOMTREE TR JAPN HEDGE EQT 5 -3,647 (99.87) 96
PG&E CORP COM 5 New 107
MICROSOFT CORP COM 5 New 113
PROSHARES TR II SHT VIX ST TRM 11 -1,548 (99.27) 128
SPDR SERIES TRUST DJ REIT ETF 11 New 129


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