Appleton Group Wealth Management as of Dec. 31, 2013
Portfolio Holdings for Appleton Group Wealth Management
Appleton Group Wealth Management holds 16 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PowerShares QQQ Trust, Series 1 | 15.1 | $12M | 130k | 87.96 | |
| iShares Russell 1000 Value Index (IWD) | 13.7 | $10M | 110k | 94.17 | |
| Spdr S&p 500 Etf (SPY) | 13.6 | $10M | 56k | 184.69 | |
| iShares MSCI ACWI Index Fund (ACWI) | 13.4 | $10M | 176k | 57.62 | |
| iShares Dow Jones US Real Estate (IYR) | 11.6 | $8.8M | 140k | 63.08 | |
| iShares Russell 2000 Growth Index (IWO) | 8.2 | $6.2M | 46k | 135.51 | |
| iShares S&P MidCap 400 Index (IJH) | 8.1 | $6.1M | 46k | 133.82 | |
| Materials SPDR (XLB) | 7.1 | $5.4M | 116k | 46.22 | |
| iShares Russell 2000 Value Index (IWN) | 7.0 | $5.3M | 53k | 99.50 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.5 | $349k | 7.5k | 46.73 | |
| First Trust DJ Internet Index Fund (FDN) | 0.3 | $259k | 4.3k | 59.80 | |
| Consumer Discretionary SPDR (XLY) | 0.3 | $253k | 3.8k | 66.88 | |
| SPDR Barclays Capital High Yield B | 0.3 | $243k | 6.0k | 40.54 | |
| SPDR S&P Oil & Gas Equipt & Servs. | 0.3 | $239k | 5.5k | 43.66 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $226k | 6.1k | 36.90 | |
| SPDR S&P Homebuilders (XHB) | 0.3 | $218k | 6.5k | 33.32 |
