Institute for Wealth Management as of Dec. 31, 2012
Portfolio Holdings for Institute for Wealth Management
Institute for Wealth Management holds 0 positions in its portfolio as reported in the December 2012 quarterly 13F filing
Name Of Issuer Title Of Class Cusip Value SHRS OR SH/ PRN PUT/ Investment Other Sole Shared (X1,000) PRN AMT CALL Discretion Managers {S} {C} {C} {C} {C} {C} {C} {C} {C} {C} {C} ALCATEL-LUCENT SPONSORED ADR 013904305 0 7 SH SOLE 0 0 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 0 0 SH SOLE 0 0 AT^T INC COM 00206R102 4 112 SH SOLE 0 0 BP PLC SPONSORED ADR 055622104 8 200 SH SOLE 0 0 CENTURYLINK INC COM 156700106 0 2 SH SOLE 0 0 CHEVRON CORP NEW COM 166764100 15 136 SH SOLE 0 0 COMCAST CORP NEW CL A 20030N101 1 22 SH SOLE 0 0 CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 23130A102 1417 12537 SH SOLE 0 0 EXXON MOBIL CORP COM 30231G102 69 800 SH SOLE 0 0 FLEXSHARES TR MORNSTAR UPSTR 33939L407 4473 125578 SH SOLE 0 0 FRONTIER COMMUNICATIONS CORP COM 35906A108 0 7 SH SOLE 0 0 GENERAL ELECTRIC CO COM 369604103 15 699 SH SOLE 0 0 ISHARES INC MSCI JAPAN 464286848 1606 164730 SH SOLE 0 0 ISHARES TR BARCLYS 1-3 YR 464287457 9787 115938 SH SOLE 0 0 ISHARES TR BARCLYS 7-10 YR 464287440 29 266 SH SOLE 0 0 ISHARES TR BARCLYS SH TREA 464288679 360 3266 SH SOLE 0 0 ISHARES TR BARCLYS TIPS BD 464287176 2705 22282 SH SOLE 0 0 ISHARES TR CONS GOODS IDX 464287812 689 9184 SH SOLE 0 0 ISHARES TR CORE TOTUSBD ETF 464287226 341 3066 SH SOLE 0 0 ISHARES TR DJ US FINL SEC 464287788 1619 26670 SH SOLE 0 0 ISHARES TR DJ US TELECOMM 464287713 1296 53413 SH SOLE 0 0 ISHARES TR FTSE CHINA25 IDX 464287184 1654 40884 SH SOLE 0 0 ISHARES TR HIGH YLD CORP 464288513 4714 50501 SH SOLE 0 0 ISHARES TR IBOXX INV CPBD 464287242 3811 31497 SH SOLE 0 0 ISHARES TR MSCI EAFE INDEX 464287465 157 2762 SH SOLE 0 0 ISHARES TR MSCI EMERG MKT 464287234 36 820 SH SOLE 0 0 ISHARES TR RUSSELL 1000 464287622 6575 83061 SH SOLE 0 0 ISHARES TR RUSSELL 2000 464287655 2772 32877 SH SOLE 0 0 ISHARES TR RUSSELL MIDCAP 464287499 2735 24184 SH SOLE 0 0 ISHARES TR RUSSELL1000GRW 464287614 62 946 SH SOLE 0 0 ISHARES TR RUSSELL1000VAL 464287598 76 1039 SH SOLE 0 0 LOCKHEED MARTIN CORP COM 539830109 0 0 SH SOLE 0 0 MICROSOFT CORP COM 594918104 3 103 SH SOLE 0 0 NATIONAL OILWELL VARCO INC COM 637071101 68 1000 SH SOLE 0 0 PEPCO HOLDINGS INC COM 713291102 4 198 SH SOLE 0 0 PG^E CORP COM 69331C108 4 107 SH SOLE 0 0 PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 108 5964 SH SOLE 0 0 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 19 672 SH SOLE 0 0 POWERSHARES DB G10 CURCY HAR COM UT BEN INT 73935Y102 789 30158 SH SOLE 0 0 POWERSHARES ETF TRUST GBL LSTD PVT EQT 73935X195 5 489 SH SOLE 0 0 POWERSHARES GLOBAL ETF FD S^P 500 BUYWRT 73936G308 10234 520819 SH SOLE 0 0 POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 73936T573 5682 180680 SH SOLE 0 0 PROSHARES TR II SHT VIX ST TRM 74347W627 4136 63198 SH SOLE 0 0 PROSHARES TR II ULT VIX S/T ETF 74347W411 2285 109327 SH SOLE 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2970 85117 SH SOLE 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1993 69070 SH SOLE 0 0 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 164 3975 SH SOLE 0 0 SPDR INDEX SHS FDS S^P INTL SMLCP 78463X871 1027 36114 SH SOLE 0 0 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 11081 181629 SH SOLE 0 0 SPDR SERIES TRUST DJ REIT ETF 78464A607 3710 50847 SH SOLE 0 0 VANGUARD INTL EQUITY INDEX F MSCI EMR MKT ETF 922042858 4061 91205 SH SOLE 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1 28 SH SOLE 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 0 17 SH SOLE 0 0 WGL HLDGS INC COM 92924F106 5 128 SH SOLE 0 0