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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.220 | 0.520 | 0.300 |
Shares | 11.810 | 11.810 | 0.000 |
Bonds | 17.920 | 17.940 | 0.020 |
Other | 70.050 | 70.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.439 | 17.579 |
Price to Book | 2.773 | 3.036 |
Price to Sales | 2.012 | 1.926 |
Price to Cash Flow | 12.194 | 10.121 |
Dividend Yield | 1.954 | 2.554 |
5 Years Earnings Growth | 10.081 | 9.348 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.310 | 20.281 |
Financial Services | 16.420 | 15.276 |
Consumer Cyclical | 11.360 | 10.148 |
Industrials | 10.650 | 9.759 |
Healthcare | 10.170 | 11.519 |
Communication Services | 8.140 | 7.631 |
Consumer Defensive | 5.480 | 6.495 |
Energy | 3.760 | 4.125 |
Basic Materials | 3.430 | 3.226 |
Real Estate | 2.730 | 8.276 |
Utilities | 2.560 | 3.264 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WV SMART529 The Hartford Stable Val A | - | 70.04 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.02 | - | - | |
Vanguard Total Stock Mkt Idx Instl Pls | - | 8.18 | - | - | |
Vanguard Inflation-Protected Secs I | - | 7.01 | - | - | |
Vanguard Total Intl Stock Index I | - | 3.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV SMART529 Direct Age Based 9 13 | 34.22M | 2.45 | 5.88 | 7.05 | ||
WV SMART529 Direct Age Based 0 8 | 26.57M | 2.51 | 7.58 | 8.60 | ||
WV The Hartford SMART529 Balanced C | 1.86M | 1.88 | 4.62 | 6.63 | ||
WV The Hartford SMART529 Balanced B | 4.27K | 1.92 | 4.82 | 6.83 |
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