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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.300 | 0.510 | 0.210 |
Shares | 11.650 | 11.650 | 0.000 |
Bonds | 17.960 | 17.970 | 0.010 |
Other | 70.090 | 70.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.341 | 17.557 |
Price to Book | 2.737 | 3.031 |
Price to Sales | 1.993 | 1.923 |
Price to Cash Flow | 11.805 | 10.092 |
Dividend Yield | 1.984 | 2.561 |
5 Years Earnings Growth | 10.686 | 9.363 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.160 | 20.253 |
Financial Services | 16.800 | 15.334 |
Consumer Cyclical | 10.820 | 10.048 |
Industrials | 10.560 | 9.746 |
Healthcare | 10.350 | 11.556 |
Communication Services | 7.930 | 7.596 |
Consumer Defensive | 5.740 | 6.541 |
Energy | 3.810 | 4.139 |
Basic Materials | 3.410 | 3.226 |
Real Estate | 2.820 | 8.291 |
Utilities | 2.590 | 3.271 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WV SMART529 The Hartford Stable Val A | - | 70.07 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.09 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.09 | - | - | |
Vanguard Inflation-Protected Secs I | - | 7.06 | - | - | |
Vanguard Total Intl Stock Index I | - | 3.69 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 9 13 | 34.01M | 0.09 | 4.87 | 6.88 | ||
WV SMART529 Direct Age Based 0 8 | 25.61M | -0.72 | 5.97 | 8.35 | ||
WV The Hartford SMART529 Balanced C | 1.77M | -1.11 | 3.37 | 6.38 | ||
WV The Hartford SMART529 Balanced B | 4.27K | -1.09 | 3.55 | 6.58 |
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