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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.880 | 1.880 | 0.000 |
Shares | 42.250 | 42.250 | 0.000 |
Bonds | 31.290 | 31.340 | 0.050 |
Other | 24.570 | 24.570 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.545 | 16.293 |
Price to Book | 2.700 | 2.162 |
Price to Sales | 1.987 | 1.588 |
Price to Cash Flow | 11.422 | 8.619 |
Dividend Yield | 2.038 | 2.704 |
5 Years Earnings Growth | 9.211 | 9.436 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.440 | 19.384 |
Financial Services | 16.940 | 15.949 |
Industrials | 11.240 | 10.581 |
Consumer Cyclical | 10.640 | 10.384 |
Healthcare | 9.430 | 11.206 |
Communication Services | 8.080 | 7.127 |
Consumer Defensive | 5.870 | 6.837 |
Energy | 3.540 | 4.185 |
Basic Materials | 3.420 | 3.546 |
Real Estate | 2.770 | 7.699 |
Utilities | 2.630 | 3.101 |
Number of long holdings: 5
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 29.12 | - | - | |
WV SMART529 The Hartford Stable Val A | - | 24.55 | - | - | |
Vanguard Total Bond Market II Idx I | - | 22.29 | - | - | |
Vanguard Total Intl Stock Index I | - | 13.66 | - | - | |
Vanguard Inflation-Protected Secs I | - | 10.38 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 95.75M | 4.37 | 28.62 | 14.23 | ||
WV SMART529 Direct 500 Index Portfo | 84.76M | 6.13 | 19.58 | 13.50 | ||
WV The Hartford SMART529 ChecksBala | 44.92M | 3.98 | 10.20 | 7.73 | ||
WV SMART529 Direct Growth Portfolio | 41.11M | 8.95 | 14.80 | 9.35 | ||
WV The Hartford SMART529 The Hartee | 4.74M | 6.70 | 10.45 | 9.95 |
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