Institute for Wealth Management, LLC. Diversified Active

Location: Denver, CO

CIK: 0001533954 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value: $90.98M (100.0% shares, 0.0% debt)

Holdings (32)

SPY SPDR S&P 500 ETF TR 30.3%
Value $27.58M Shares 133,609 Est. Cost $177.87 Unrealized
AGG ISHARES TR 7.8%
Value $7.121M Shares 63,903 Est. Cost $107.27 Unrealized
POWERSHARES ACTIVE MNG ETF T 7.0%
Value $6.343M Shares 235,710 Est. Cost $27.83 Unrealized
VNQ VANGUARD INDEX FDS 4.8%
Value $4.399M Shares 52,172 Est. Cost $74.62 Unrealized
HEDJ WISDOMTREE TR 3.8%
Value $3.483M Shares 52,654 Est. Cost $55.62 Unrealized
XLK SELECT SECTOR SPDR TR 3.6%
Value $3.304M Shares 79,723 Est. Cost $37.61 Unrealized
XLP SELECT SECTOR SPDR TR 3.5%
Value $3.218M Shares 66,031 Est. Cost $41.69 Unrealized
VOO VANGUARD INDEX FDS 3.3%
Value $3.017M Shares 15,948 Est. Cost $175.23 Unrealized
HYG ISHARES 3.3%
Value $2.983M Shares 32,923 Est. Cost $91.35 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 2.7%
Value $2.484M Shares 30,872 Est. Cost $81.16 Unrealized
FJP FIRST TR EXCH TRD ALPHA FD I 2.5%
Value $2.27M Shares 45,439 Est. Cost $44.40 Unrealized
SHY ISHARES TR 2.2%
Value $2.031M Shares 23,923 Est. Cost $84.35 Unrealized
IEF ISHARES TR 2.2%
Value $1.997M Shares 18,422 Est. Cost $103.47 Unrealized
POWERSHARES ETF TRUST 2.2%
Value $1.967M Shares 174,057 Est. Cost $11.04 Unrealized
IYF ISHARES TR 2.1%
Value $1.934M Shares 21,715 Est. Cost $71.81 Unrealized
XLV SELECT SECTOR SPDR TR 2.0%
Value $1.862M Shares 25,685 Est. Cost $57.95 Unrealized
XLY SELECT SECTOR SPDR TR 2.0%
Value $1.824M Shares 24,213 Est. Cost $61.47 Unrealized
XLF SELECT SECTOR SPDR TR 1.9%
Value $1.734M Shares 71,907 Est. Cost $21.67 Unrealized
XLU SELECT SECTOR SPDR TR 1.9%
Value $1.715M Shares 38,591 Est. Cost $40.68 Unrealized
XLI SELECT SECTOR SPDR TR 1.9%
Value $1.689M Shares 30,278 Est. Cost $53.21 Unrealized
XLB SELECT SECTOR SPDR TR 1.7%
Value $1.574M Shares 32,264 Est. Cost $42.32 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 1.6%
Value $1.485M Shares 8,360 Est. Cost $151.25 Unrealized
CMBS ISHARES TR 1.6%
Value $1.441M Shares 27,635 Est. Cost $51.28 Unrealized
BWX SPDR SERIES TRUST 1.6%
Value $1.412M Shares 26,588 Est. Cost $56.59 Unrealized
GHYG ISHARES 0.5%
Value $437K Shares 8,838 Est. Cost $49.74 Unrealized
VPU VANGUARD WORLD FDS 0.3%
Value $274K Shares 2,833 Est. Cost $87.89 Unrealized
VGT VANGUARD WORLD FDS 0.3%
Value $242K Shares 2,271 Est. Cost $106.56 Unrealized
VFH VANGUARD WORLD FDS 0.3%
Value $238K Shares 4,820 Est. Cost $49.38 Unrealized
VCR VANGUARD WORLD FDS 0.3%
Value $237K Shares 1,931 Est. Cost $122.73 Unrealized
VHT VANGUARD WORLD FDS 0.3%
Value $236K Shares 1,742 Est. Cost $135.48 Unrealized
VDC VANGUARD WORLD FDS 0.3%
Value $232K Shares 1,825 Est. Cost $127.12 Unrealized
VIS VANGUARD WORLD FDS 0.2%
Value $213K Shares 1,982 Est. Cost $107.47 Unrealized