Appleton Group Wealth Management as of Sept. 30, 2012
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 6 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PowerShares QQQ Trust, Series 1 | 21.9 | $15M | 223k | 68.57 | |
| iShares Russell 1000 Value Index (IWD) | 21.6 | $15M | 209k | 72.18 | |
| iShares Dow Jones US Real Estate (IYR) | 20.9 | $15M | 227k | 64.38 | |
| Vanguard Emerging Markets ETF (VWO) | 20.0 | $14M | 335k | 41.72 | |
| SPDR Barclays Capital High Yield B | 10.3 | $7.2M | 179k | 40.21 | |
| Spdr S&p 500 Etf (SPY) | 5.4 | $3.7M | 26k | 143.98 |
