institute for wealth management, llc.
Contact Informationinstitute for wealth management, llc.
1775 SHERMAN STREET
DENVER CO 80203
Business Phone: 877-572-3500
13F Sector Allocation 03/31/2013
13F Activity for 03/31/2013
Market Value: $100,358,714 Prior Market Value: $95,376,343 New Purchases: 12 stocks Additional Purchases: 14 stocks Sold out of: 1 stock Reduced holdings in: 23 stocks Top 10 Holdings %: 62.73%  - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification.
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio iShares Russell 1000 Index 8.78% PowerShares Listed Private Equity 8.53% SPDR Barclays Capital Intl Treasury Bond 7.33% iShares Russell Midcap Index 7.23% iShares Barclays 1-3 Year Treasury Bond 6.7% Major new positions on 03/31/2013 Stock % of Portfolio Alerian MLP ETF 4.91% PowerShares Financial Preferred 3.57% SPDR Dow Jones Industrial Average 2.87% ISHARE DJ HLTHCR SC 2.24% FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND 2.15% Major positions closed on 03/31/2013 Stock Prior % of Portfolio National Oilwell Varco, Inc. 0.07%
Recent SEC Filings
Recent filings Form 13F-HR 2013-05-13 Form 13F-HR 2013-02-12 Form 13F-HR 2012-11-09 Form 13F-HR 2012-08-14 Form 13F-HR/A 2012-06-27