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Institute for Wealth Management, Llc.

Q3 2013 Holdings

Filed 2013-11-04 | 68 holdings | $145.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Powershares ETF TrustGBL LSTD PVT EQT73935X195$3.8K329,9212.6%
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$4.0K83,5062.8%
Proshares TR(TBF)SHRT 20+YR TRE74347X849$4.3K135,2733.0%
Ishares(IDU)U.S. UTILITS ETF464287697$4.8K50,8283.3%
Ishares(IYE)U.S. ENERGY ETF464287796$4.8K102,3553.3%
Ishares(IYW)U.S. TECH ETF464287721$4.8K61,4753.3%
Ishares(IYH)US HLTHCARE ETF464287762$4.9K45,3693.3%
Ishares(EEM)MSCI EMG MKT ETF464287234$4.9K119,1413.3%
Select Sector Spdr TR(XLB)SBI MATERIALS81369Y100$4.9K116,5763.4%
Ishares(IWM)RUSSELL 2000 ETF464287655$4.9K46,2033.4%
Ishares(IYJ)U.S. INDS ETF464287754$4.9K54,5903.4%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$5.0K81,6853.4%
Ishares(EFA)MSCI EAFE ETF464287465$5.2K81,6153.6%
Ishares(IWR)RUS MID-CAP ETF464287499$5.8K41,5164.0%
Ishares(IYF)U.S. FINLS ETF464287788$7.1K97,2514.9%
Ishares(IYR)U.S. REAL ES ETF464287739$7.3K114,4615.0%
Ishares(AGG)CORE TOTUSBD ETF464287226$17.1K159,31111.8%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$17.3K102,83211.9%
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