Institute For Wealth Management

Institute for Wealth Management as of March 31, 2015

Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 32 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 30.3 $28M 134k 206.43
iShares Lehman Aggregate Bond (AGG) 7.8 $7.1M 64k 111.43
Powershares Active Mng Etf T s^p500 dwnhdge 7.0 $6.3M 236k 26.91
Vanguard REIT ETF (VNQ) 4.8 $4.4M 52k 84.32
Wisdomtree Tr intl hedge eqt (HEDJ) 3.8 $3.5M 53k 66.15
Technology SPDR (XLK) 3.6 $3.3M 80k 41.44
Consumer Staples Select Sect. SPDR (XLP) 3.5 $3.2M 66k 48.73
Vanguard S&p 500 Etf idx (VOO) 3.3 $3.0M 16k 189.18
iShares iBoxx $ High Yid Corp Bond (HYG) 3.3 $3.0M 33k 90.61
Vanguard Dividend Appreciation ETF (VIG) 2.7 $2.5M 31k 80.46
First Tr Exch Trd Alpha Fd I (FJP) 2.5 $2.3M 45k 49.96
iShares Lehman 1-3 Year Treas.Bond (SHY) 2.2 $2.0M 24k 84.90
iShares Lehman 7-10 Yr Treas. Bond (IEF) 2.2 $2.0M 18k 108.40
PowerShares Listed Private Eq. 2.2 $2.0M 174k 11.30
iShares Dow Jones US Financial (IYF) 2.1 $1.9M 22k 89.06
Health Care SPDR (XLV) 2.0 $1.9M 26k 72.49
Consumer Discretionary SPDR (XLY) 2.0 $1.8M 24k 75.33
Financial Select Sector SPDR (XLF) 1.9 $1.7M 72k 24.11
Utilities SPDR (XLU) 1.9 $1.7M 39k 44.44
Industrial SPDR (XLI) 1.9 $1.7M 30k 55.78
Materials SPDR (XLB) 1.7 $1.6M 32k 48.79
SPDR Dow Jones Industrial Average ETF (DIA) 1.6 $1.5M 8.4k 177.63
Ishares Trust Barclays (CMBS) 1.6 $1.4M 28k 52.14
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 1.6 $1.4M 27k 53.11
Ishares Incglobal High Yi equity (GHYG) 0.5 $437k 8.8k 49.45
Vanguard Utilities ETF (VPU) 0.3 $274k 2.8k 96.72
Vanguard Information Technology ETF (VGT) 0.3 $242k 2.3k 106.56
Vanguard Financials ETF (VFH) 0.3 $238k 4.8k 49.38
Vanguard Consumer Discretionary ETF (VCR) 0.3 $237k 1.9k 122.73
Vanguard Health Care ETF (VHT) 0.3 $236k 1.7k 135.48
Vanguard Consumer Staples ETF (VDC) 0.3 $232k 1.8k 127.12
Vanguard Industrials ETF (VIS) 0.2 $213k 2.0k 107.47