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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.830 | 1.210 | 0.380 |
Shares | 80.590 | 80.590 | 0.000 |
Bonds | 18.540 | 18.550 | 0.010 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.481 | 17.001 |
Price to Book | 2.620 | 2.478 |
Price to Sales | 1.920 | 1.849 |
Price to Cash Flow | 11.164 | 10.623 |
Dividend Yield | 2.064 | 2.309 |
5 Years Earnings Growth | 10.177 | 10.061 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.260 | 20.667 |
Financial Services | 17.080 | 17.444 |
Industrials | 10.700 | 10.856 |
Healthcare | 10.560 | 11.068 |
Consumer Cyclical | 10.500 | 10.414 |
Communication Services | 7.720 | 6.841 |
Consumer Defensive | 5.930 | 6.929 |
Energy | 4.100 | 4.815 |
Basic Materials | 3.510 | 3.781 |
Real Estate | 2.890 | 4.095 |
Utilities | 2.750 | 3.088 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 55.83 | - | - | |
Vanguard Total Intl Stock Index I | - | 25.79 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.76 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 82.45M | -12.28 | 7.99 | 12.66 | ||
WV SMART529 Direct 500 Index Portfo | 75.76M | -4.31 | 8.94 | 12.35 | ||
WV The Hartford SMART529 ChecksBala | 42.57M | -0.94 | 4.13 | 7.17 | ||
WV SMART529 Direct Age Based Portfo | 34.49M | 0.61 | 3.91 | 5.55 | ||
WV The Hartford SMART529 The Hartee | 4.84M | 4.10 | 6.71 | 9.61 |
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