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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.010 | 0.710 | 0.700 |
Shares | 41.300 | 41.300 | 0.000 |
Bonds | 33.340 | 33.370 | 0.030 |
Other | 25.340 | 25.340 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.541 | 15.845 |
Price to Book | 2.558 | 2.114 |
Price to Sales | 1.802 | 1.524 |
Price to Cash Flow | 11.327 | 8.533 |
Dividend Yield | 2.117 | 2.726 |
5 Years Earnings Growth | 11.196 | 10.195 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.810 | 19.014 |
Financial Services | 15.210 | 15.272 |
Industrials | 11.350 | 10.660 |
Healthcare | 11.260 | 11.749 |
Consumer Cyclical | 10.710 | 10.410 |
Communication Services | 7.380 | 6.878 |
Consumer Defensive | 6.120 | 6.948 |
Energy | 4.670 | 4.514 |
Basic Materials | 4.090 | 3.792 |
Real Estate | 2.820 | 7.684 |
Utilities | 2.590 | 3.079 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 28.24 | - | - | |
WV SMART529 The Hartford Stable Val A | - | 25.32 | - | - | |
Vanguard Total Bond Market II Idx I | - | 22.42 | - | - | |
Vanguard Total Intl Stock Index I | - | 13.52 | - | - | |
Vanguard Inflation-Protected Secs I | - | 10.49 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 78.02M | 18.49 | 3.21 | 13.92 | ||
WV SMART529 Direct 500 Index Portfo | 67.27M | 11.24 | 9.44 | 12.53 | ||
WV The Hartford SMART529 ChecksBala | 44.42M | 5.63 | 3.06 | 7.28 | ||
WV SMART529 Direct Growth Portfolio | 35.8M | 6.94 | 4.00 | 8.18 | ||
WV The Hartford SMART529 The Hartee | 5.66M | 5.03 | 6.45 | 9.14 |
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