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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 11.990 | 11.990 | 0.000 |
Bonds | 18.280 | 18.290 | 0.010 |
Other | 69.760 | 69.760 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.286 | 17.846 |
Price to Book | 2.795 | 3.044 |
Price to Sales | 2.037 | 1.909 |
Price to Cash Flow | 11.837 | 10.037 |
Dividend Yield | 2.007 | 2.564 |
5 Years Earnings Growth | 9.346 | 8.917 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.580 | 20.931 |
Financial Services | 16.870 | 15.381 |
Industrials | 11.190 | 9.901 |
Consumer Cyclical | 10.650 | 9.924 |
Healthcare | 9.450 | 11.021 |
Communication Services | 8.100 | 7.689 |
Consumer Defensive | 5.860 | 6.433 |
Energy | 3.520 | 4.029 |
Basic Materials | 3.390 | 3.166 |
Real Estate | 2.760 | 8.225 |
Utilities | 2.620 | 3.303 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WV SMART529 The Hartford Stable Val A | - | 69.75 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.09 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.36 | - | - | |
Vanguard Inflation-Protected Secs I | - | 7.02 | - | - | |
Vanguard Total Intl Stock Index I | - | 3.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 9 13 | 36.64M | 8.50 | 10.09 | 7.68 | ||
WV SMART529 Direct Age Based 0 8 | 27.25M | 9.89 | 12.67 | 9.36 | ||
WV The Hartford SMART529 Balanced C | 1.72M | 3.45 | 7.52 | 6.81 | ||
WV The Hartford SMART529 Balanced B | 4.27K | 3.57 | 7.72 | 7.01 |
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