INSTITUTE FOR WEALTH MANAGEMENT, LLC.
1775 SHERMAN STREET, DENVER, Colorado, 80203, (877) 572-3500
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 64 |
| New Positions | 12 |
| Increased Positions | 26 |
| Decreased Positions | 24 |
| Positions with Activity | 50 |
| Sold Out Positions | 1 |
| Total Mkt Value (in $ millions) |
102 |
Sector Weighting
| Basic Materials | |
| Capital Goods | 0% |
| Conglomerates | |
| Consumer Cyclical | |
| Consumer/Non-Cyclical | |
| Energy | 0.1% |
| Financial | 97.46% |
| Healthcare | 0.07% |
| Services | 0.26% |
| Technology | 0% |
| Transportation | |
| Utilities | 0.01% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
64 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| NATIONAL OILWELL VARCO INC | COM | -69 | Sold Out | 0 | |
| ALCATEL-LUCENT | SPONSORED ADR | New | 7 | ||
| FRONTIER COMMUNICATIONS CORP | COM | New | 7 | ||
| CENTURYLINK INC | COM | New | 2 | ||
| VODAFONE GROUP PLC NEW | SPONS ADR NEW | New | 17 | ||
| COMCAST CORP NEW | CL A | 1 | New | 22 | |
| FLEXSHARES TR | MORNSTAR UPSTR | 1 | -4,311 | (99.97) | 43 |
| MICROSOFT CORP | COM | 4 | 9.71 | 113 | |
| AT&T INC | COM | 4 | New | 112 | |
| PEPCO HOLDINGS INC | COM | 4 | New | 198 | |
| PG&E CORP | COM | 5 | New | 107 | |
| WGL HLDGS INC | COM | 6 | New | 128 | |
| ISHARES TR | DJ US TELECOMM | 6 | -1,435 | (99.6) | 213 |
| BP PLC | SPONSORED ADR | 9 | New | 200 | |
| VERIZON COMMUNICATIONS INC | COM | 14 | 13 | 871.43 | 272 |
| ISHARES TR | BARCLYS TIPS BD | 16 | -2,616 | (99.41) | 132 |
| GENERAL ELECTRIC CO | COM | 17 | New | 699 | |
| CHEVRON CORP NEW | COM | 17 | New | 136 | |
| POWERSHARES DB CMDTY IDX TRACK | UNIT BEN INT | 18 | 1 | 4.46 | 702 |
| ISHARES TR | FTSE CHINA25 IDX | 27 | -1,494 | (98.25) | 714 |
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