Appleton Group Wealth Management as of June 30, 2013
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 10 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PowerShares QQQ Trust, Series 1 | 17.6 | $9.1M | 128k | 71.27 | |
| iShares Russell 1000 Value Index (IWD) | 17.5 | $9.0M | 108k | 83.79 | |
| iShares MSCI ACWI Index Fund (ACWI) | 16.9 | $8.8M | 176k | 50.00 | |
| iShares Dow Jones US Real Estate (IYR) | 14.3 | $7.4M | 112k | 66.43 | |
| iShares S&P MidCap 400 Index (IJH) | 10.1 | $5.2M | 45k | 115.50 | |
| iShares Russell 2000 Value Index (IWN) | 8.7 | $4.5M | 52k | 85.91 | |
| Materials SPDR (XLB) | 8.4 | $4.3M | 113k | 38.35 | |
| ProShares UltraShrt Mrkt | 5.6 | $2.9M | 112k | 26.04 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.5 | $275k | 2.4k | 113.54 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $213k | 5.0k | 42.73 |
