Institute For Wealth Management

Institute for Wealth Management as of June 30, 2015

Portfolio Holdings for Institute for Wealth Management

Institute for Wealth Management holds 30 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf (SPY) 17.1 $13M 64k 205.86
iShares Lehman Aggregate Bond (AGG) 7.8 $6.1M 56k 108.78
Ishares Tr usa min vo (USMV) 5.3 $4.1M 102k 40.32
Etf Ser Solutions alpclone alter 5.0 $3.8M 86k 45.03
Powershares Active Mng Etf T s^p500 dwnhdge 4.9 $3.8M 146k 25.86
Wisdomtree Tr intl hedge eqt (HEDJ) 4.4 $3.4M 56k 61.60
Flexshares Tr (GQRE) 4.2 $3.2M 58k 55.85
ISHARES TR MSCI Small Cap msci small cap (SCZ) 3.9 $3.0M 59k 51.01
iShares iBoxx $ High Yid Corp Bond (HYG) 3.8 $3.0M 33k 88.79
Technology SPDR (XLK) 3.7 $2.9M 69k 41.40
Consumer Staples Select Sect. SPDR (XLP) 3.2 $2.5M 52k 47.59
First Tr Exch Trd Alpha Fd I (FJP) 3.2 $2.4M 49k 50.17
Vanguard S&p 500 Etf idx (VOO) 3.1 $2.4M 13k 188.84
PowerShares Listed Private Eq. 2.8 $2.2M 189k 11.59
Vanguard Dividend Appreciation ETF (VIG) 2.6 $2.0M 26k 78.58
iShares Lehman 7-10 Yr Treas. Bond (IEF) 2.6 $2.0M 19k 105.02
iShares Dow Jones US Financial (IYF) 2.3 $1.8M 20k 89.73
Vanguard Pacific ETF (VPL) 2.0 $1.5M 25k 61.02
Vanguard European ETF (VGK) 1.9 $1.5M 28k 53.99
Vanguard Charlotte Fds intl bd idx etf (BNDX) 1.9 $1.5M 28k 52.36
Ishares Trust Barclays (CMBS) 1.8 $1.4M 27k 51.36
SPDR Dow Jones Industrial Average ETF (DIA) 1.8 $1.4M 7.9k 175.88
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 1.7 $1.3M 26k 52.03
Health Care SPDR (XLV) 1.5 $1.2M 16k 74.41
Consumer Discretionary SPDR (XLY) 1.5 $1.1M 15k 76.51
Financial Select Sector SPDR (XLF) 1.4 $1.1M 46k 24.38
Industrial SPDR (XLI) 1.4 $1.0M 19k 54.06
Utilities SPDR (XLU) 1.3 $1.0M 25k 41.45
Vanguard Short-Term Bond ETF (BSV) 1.1 $883k 11k 80.15
Ishares Incglobal High Yi equity (GHYG) 0.7 $550k 11k 49.53