Institute For Wealth Management

Institute for Wealth Management as of Dec. 31, 2014

Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 26 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 29.7 $28M 137k 205.54
iShares Lehman Aggregate Bond (AGG) 8.0 $7.6M 69k 110.13
Powershares Active Mng Etf T s^p500 dwnhdge 7.4 $7.0M 253k 27.83
Vanguard REIT ETF (VNQ) 5.0 $4.7M 58k 81.00
Utilities SPDR (XLU) 4.2 $4.0M 85k 47.22
Technology SPDR (XLK) 3.6 $3.5M 84k 41.35
Consumer Staples Select Sect. SPDR (XLP) 3.6 $3.4M 70k 48.48
Wisdomtree Tr intl hedge eqt (HEDJ) 3.4 $3.3M 59k 55.62
iShares iBoxx $ High Yid Corp Bond (HYG) 3.4 $3.2M 36k 89.61
Vanguard Dividend Appreciation ETF (VIG) 3.0 $2.8M 35k 81.16
First Tr Exch Trd Alpha Fd I (FJP) 2.4 $2.3M 50k 45.14
Vanguard S&p 500 Etf idx (VOO) 2.4 $2.3M 12k 188.44
iShares Dow Jones US Financial (IYF) 2.3 $2.2M 24k 90.21
iShares Lehman 1-3 Year Treas.Bond (SHY) 2.3 $2.2M 26k 84.46
iShares Lehman 7-10 Yr Treas. Bond (IEF) 2.2 $2.1M 20k 106.00
PowerShares Listed Private Eq. 2.2 $2.1M 194k 10.98
Financial Select Sector SPDR (XLF) 1.9 $1.8M 72k 24.73
Health Care SPDR (XLV) 1.9 $1.8M 26k 68.39
Consumer Discretionary SPDR (XLY) 1.9 $1.8M 25k 72.16
Industrial SPDR (XLI) 1.8 $1.7M 31k 56.58
Materials SPDR (XLB) 1.8 $1.7M 35k 48.58
SPDR Dow Jones Industrial Average ETF (DIA) 1.8 $1.7M 9.5k 177.88
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 1.6 $1.6M 28k 55.31
Ishares Trust Barclays (CMBS) 1.6 $1.6M 30k 51.19
Ishares Incglobal High Yi equity (GHYG) 0.5 $509k 10k 49.74
Vanguard Utilities ETF (VPU) 0.2 $232k 2.3k 102.43