Institute for Wealth Management, LLC. Diversified Active

Location: Denver, CO

CIK: 0001533954 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Jan 26, 2015

Total Value: $95.13M (100.0% shares, 0.0% debt)

Holdings (26)

SPY SPDR S&P 500 ETF TR 29.7%
Value $28.23M Shares 137,361 Est. Cost $177.87 Unrealized
AGG ISHARES TR 8.0%
Value $7.584M Shares 68,866 Est. Cost $107.27 Unrealized
POWERSHARES ACTIVE MNG ETF T 7.4%
Value $7.046M Shares 253,171 Est. Cost $27.83 Unrealized
VNQ VANGUARD INDEX FDS 5.0%
Value $4.714M Shares 58,200 Est. Cost $74.62 Unrealized
XLU SELECT SECTOR SPDR TR 4.2%
Value $4.011M Shares 84,950 Est. Cost $40.68 Unrealized
XLK SELECT SECTOR SPDR TR 3.6%
Value $3.461M Shares 83,698 Est. Cost $37.61 Unrealized
XLP SELECT SECTOR SPDR TR 3.6%
Value $3.403M Shares 70,188 Est. Cost $41.69 Unrealized
HEDJ WISDOMTREE TR 3.4%
Value $3.259M Shares 58,596 Est. Cost $55.62 Unrealized
HYG ISHARES 3.4%
Value $3.198M Shares 35,687 Est. Cost $91.35 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 2.9%
Value $2.806M Shares 34,572 Est. Cost $81.16 Unrealized
FJP FIRST TR EXCH TRD ALPHA FD I 2.4%
Value $2.272M Shares 50,337 Est. Cost $44.40 Unrealized
VOO VANGUARD INDEX FDS 2.4%
Value $2.266M Shares 12,025 Est. Cost $170.68 Unrealized
IYF ISHARES TR 2.3%
Value $2.175M Shares 24,110 Est. Cost $71.81 Unrealized
SHY ISHARES TR 2.3%
Value $2.162M Shares 25,597 Est. Cost $84.35 Unrealized
IEF ISHARES TR 2.2%
Value $2.137M Shares 20,161 Est. Cost $103.47 Unrealized
POWERSHARES ETF TRUST 2.2%
Value $2.127M Shares 193,691 Est. Cost $11.04 Unrealized
XLF SELECT SECTOR SPDR TR 1.9%
Value $1.778M Shares 71,900 Est. Cost $21.67 Unrealized
XLV SELECT SECTOR SPDR TR 1.9%
Value $1.771M Shares 25,897 Est. Cost $57.95 Unrealized
XLY SELECT SECTOR SPDR TR 1.9%
Value $1.767M Shares 24,488 Est. Cost $61.47 Unrealized
XLI SELECT SECTOR SPDR TR 1.8%
Value $1.729M Shares 30,560 Est. Cost $53.21 Unrealized
XLB SELECT SECTOR SPDR TR 1.8%
Value $1.685M Shares 34,682 Est. Cost $42.32 Unrealized
DIA SPDR DOW JONES INDL AVRG ETF 1.8%
Value $1.684M Shares 9,467 Est. Cost $151.25 Unrealized
BWX SPDR SERIES TRUST 1.6%
Value $1.568M Shares 28,347 Est. Cost $56.59 Unrealized
CMBS ISHARES TR 1.6%
Value $1.551M Shares 30,300 Est. Cost $51.28 Unrealized
GHYG ISHARES 0.5%
Value $509K Shares 10,234 Est. Cost $49.74 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value $232K Shares 2,265 Est. Cost $85.67 Unrealized