Appleton Group Wealth Management as of Dec. 31, 2011
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 5 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PowerShares QQQ Trust, Series 1 | 30.1 | $14M | 249k | 55.83 | |
| iShares Russell 1000 Value Index (IWD) | 21.6 | $10M | 157k | 63.48 | |
| iShares Dow Jones US Real Estate (IYR) | 17.4 | $8.0M | 141k | 56.81 | |
| SPDR Barclays Capital High Yield B | 15.5 | $7.1M | 186k | 38.45 | |
| Spdr S&p 500 Etf (SPY) | 15.3 | $7.1M | 56k | 125.50 |
