Institute for Wealth Management as of March 31, 2013
Portfolio Holdings for Institute for Wealth Management
Institute for Wealth Management holds 0 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Name Of Issuer Title Of Class Cusip Value SHRS OR SH/ PUT/ Investment Other Sole Shared None (x$1000) PRN AMT PRN CALL Discretion Managers {S} {C} {C} {C} {C} {C} {C} {C} {C} {C} {C} {C} ALCATEL-LUCENT SPONSORED ADR 013904305 0 7 SH SOLE 0 0 7 ALPS ETF TR ALERIAN MLP 00162Q866 4929 278153 SH SOLE 0 0 278153 AMERICAN INTL GROUP INC *W EXP 01/19/202 026874156 0 0 SH SOLE 0 0 0 AT^T INC COM 00206R102 4 112 SH SOLE 0 0 112 BP PLC SPONSORED ADR 055622104 8 200 SH SOLE 0 0 200 CENTURYLINK INC COM 156700106 0 2 SH SOLE 0 0 2 CHEVRON CORP NEW COM 166764100 16 136 SH SOLE 0 0 136 COMCAST CORP NEW CL A 20030N101 1 22 SH SOLE 0 0 22 CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 23130A102 1635 15709 SH SOLE 0 0 15709 EXXON MOBIL CORP COM 30231G102 72 800 SH SOLE 0 0 800 FLEXSHARES TR IBOXX 3R TARGT 33939L506 2162 84574 SH SOLE 0 0 84574 FLEXSHARES TR MORNSTAR UPSTR 33939L407 2 43 SH SOLE 0 0 43 FRONTIER COMMUNICATIONS CORP COM 35906A108 0 7 SH SOLE 0 0 7 GENERAL ELECTRIC CO COM 369604103 16 699 SH SOLE 0 0 699 ISHARES INC MSCI JAPAN 464286848 1347 124737 SH SOLE 0 0 124737 ISHARES TR BARCLYS 1-3 YR 464287457 6724 79607 SH SOLE 0 0 79607 ISHARES TR BARCLYS 7-10 YR 464287440 30 276 SH SOLE 0 0 276 ISHARES TR BARCLYS SH TREA 464288679 333 3019 SH SOLE 0 0 3019 ISHARES TR BARCLYS TIPS BD 464287176 16 132 SH SOLE 0 0 132 ISHARES TR CONS GOODS IDX 464287812 39 463 SH SOLE 0 0 463 ISHARES TR CORE TOTUSBD ETF 464287226 281 2538 SH SOLE 0 0 2538 ISHARES TR DJ SEL DIV INX 464287168 74 1160 SH SOLE 0 0 1160 ISHARES TR DJ US FINL SEC 464287788 3643 53684 SH SOLE 0 0 53684 ISHARES TR DJ US HEALTHCR 464287762 2245 23283 SH SOLE 0 0 23283 ISHARES TR DJ US TELECOMM 464287713 5 213 SH SOLE 0 0 213 ISHARES TR FTSE CHINA25 IDX 464287184 26 714 SH SOLE 0 0 714 ISHARES TR HIGH YLD CORP 464288513 4154 44029 SH SOLE 0 0 44029 ISHARES TR IBOXX INV CPBD 464287242 3096 25821 SH SOLE 0 0 25821 ISHARES TR MSCI EAFE INDEX 464287465 304 5157 SH SOLE 0 0 5157 ISHARES TR MSCI EMERG MKT 464287234 35 830 SH SOLE 0 0 830 ISHARES TR RUSSELL 1000 464287622 8816 101086 SH SOLE 0 0 101086 ISHARES TR RUSSELL 2000 464287655 5648 59808 SH SOLE 0 0 59808 ISHARES TR RUSSELL MIDCAP 464287499 7258 57018 SH SOLE 0 0 57018 ISHARES TR RUSSELL1000GRW 464287614 67 942 SH SOLE 0 0 942 ISHARES TR RUSSELL1000VAL 464287598 79 972 SH SOLE 0 0 972 ISHARES TR US PFD STK IDX 464288687 74 1825 SH SOLE 0 0 1825 JOHNSON & JOHNSON COM 478160104 69 850 SH SOLE 0 0 850 MICROSOFT CORP COM 594918104 3 113 SH SOLE 0 0 113 PEPCO HOLDINGS INC COM 713291102 4 198 SH SOLE 0 0 198 PG^E CORP COM 69331C108 5 107 SH SOLE 0 0 107 PIEDMONT OFFICE REALTY TR IN COM CL A 720190206 117 5964 SH SOLE 0 0 5964 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 19 702 SH SOLE 0 0 702 POWERSHARES DB G10 CURCY HAR COM UT BEN INT 73935Y102 749 27504 SH SOLE 0 0 27504 POWERSHARES ETF TRUST FINL PFD PTFL 73935X229 3586 193501 SH SOLE 0 0 193501 POWERSHARES ETF TRUST GBL LSTD PVT EQT 73935X195 8558 758069 SH SOLE 0 0 758069 POWERSHARES GLOBAL ETF FD S^P 500 BUYWRT 73936G308 1848 90080 SH SOLE 0 0 90080 POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 73936T573 4707 158051 SH SOLE 0 0 158051 PROSHARES TR II SHT VIX ST TRM 74347W627 4806 52765 SH SOLE 0 0 52765 PROSHARES TR II ULT VIX S/T ETF 74347W411 1882 244785 SH SOLE 0 0 244785 REALTY INCOME CORP COM 756109104 114 2524 SH SOLE 0 0 2524 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2673 67210 SH SOLE 0 0 67210 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2995 98964 SH SOLE 0 0 98964 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 2879 19811 SH SOLE 0 0 19811 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 144 3344 SH SOLE 0 0 3344 SPDR INDEX SHS FDS S^P INTL SMLCP 78463X871 867 28270 SH SOLE 0 0 28270 SPDR S^P 500 ETF TR TR UNIT 78462F103 74 475 SH SOLE 0 0 475 SPDR S^P MIDCAP 400 ETF TR UTSER1 S^PDCRP 78467Y107 77 365 SH SOLE 0 0 365 SPDR SERIES TRUST BRC HGH YLD BD 78464A417 74 1810 SH SOLE 0 0 1810 SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 7356 125731 SH SOLE 0 0 125731 SPDR SERIES TRUST DJ REIT ETF 78464A607 3352 43183 SH SOLE 0 0 43183 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 239 5582 SH SOLE 0 0 5582 VERIZON COMMUNICATIONS INC COM 92343V104 13 272 SH SOLE 0 0 272 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 0 17 SH SOLE 0 0 17 WGL HLDGS INC COM 92924F106 6 128 SH SOLE 0 0 128