Appleton Group Wealth Management as of March 31, 2012
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 6 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 1000 Value Index (IWD) | 21.7 | $16M | 223k | 70.07 | |
| iShares Dow Jones US Real Estate (IYR) | 21.3 | $15M | 247k | 62.30 | |
| Vanguard Emerging Markets ETF (VWO) | 20.4 | $15M | 339k | 43.47 | |
| PowerShares QQQ Trust, Series 1 | 15.1 | $11M | 161k | 67.55 | |
| Spdr S&p 500 Etf (SPY) | 11.2 | $8.0M | 57k | 140.81 | |
| SPDR Barclays Capital High Yield B | 10.3 | $7.4M | 188k | 39.37 |
