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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.530 | 1.540 | 0.010 |
Shares | 81.120 | 81.120 | 0.000 |
Bonds | 17.300 | 17.320 | 0.020 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.953 | 18.169 |
Price to Book | 2.855 | 2.523 |
Price to Sales | 2.131 | 1.867 |
Price to Cash Flow | 12.126 | 10.764 |
Dividend Yield | 1.924 | 2.188 |
5 Years Earnings Growth | 9.748 | 10.815 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.530 | 20.658 |
Financial Services | 16.760 | 15.658 |
Industrials | 11.170 | 10.982 |
Consumer Cyclical | 10.580 | 10.778 |
Healthcare | 9.040 | 11.219 |
Communication Services | 8.390 | 8.477 |
Consumer Defensive | 5.270 | 6.240 |
Energy | 3.580 | 3.538 |
Basic Materials | 3.490 | 3.598 |
Real Estate | 2.660 | 6.141 |
Utilities | 2.530 | 2.719 |
Number of long holdings: 4
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 55.84 | - | - | |
Vanguard Total Intl Stock Index I | - | 26.08 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.57 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.51 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 18+ | 72.58M | 4.07 | 4.38 | 3.32 | ||
WV SMART529 Direct Age Based 9 13 | 36.14M | 10.85 | 12.06 | 8.38 | ||
WV The Hartford SMART529 Balanced C | 1.78M | 5.94 | 9.43 | 7.55 |
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