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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.790 | 1.140 | 0.350 |
Shares | 81.870 | 81.870 | 0.000 |
Bonds | 17.300 | 17.310 | 0.010 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.248 | 18.515 |
Price to Book | 2.784 | 2.634 |
Price to Sales | 2.031 | 1.936 |
Price to Cash Flow | 11.811 | 11.204 |
Dividend Yield | 2.015 | 2.198 |
5 Years Earnings Growth | 9.344 | 9.607 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.510 | 22.355 |
Financial Services | 16.910 | 17.319 |
Industrials | 11.220 | 11.115 |
Consumer Cyclical | 10.650 | 10.484 |
Healthcare | 9.440 | 10.071 |
Communication Services | 8.090 | 7.185 |
Consumer Defensive | 5.860 | 6.680 |
Energy | 3.530 | 4.332 |
Basic Materials | 3.400 | 3.619 |
Real Estate | 2.770 | 3.838 |
Utilities | 2.630 | 3.005 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 56.72 | - | - | |
Vanguard Total Intl Stock Index I | - | 26.17 | - | - | |
Vanguard Total Bond Market II Idx I | - | 11.89 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.21 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 97.57M | 7.55 | 24.79 | 14.18 | ||
WV SMART529 Direct 500 Index Portfo | 86.75M | 8.51 | 16.96 | 13.52 | ||
WV The Hartford SMART529 ChecksBala | 44.31M | 3.87 | 8.31 | 7.60 | ||
WV SMART529 Direct Age Based Portfo | 35.89M | 6.68 | 7.57 | 6.13 | ||
WV The Hartford SMART529 The Hartee | 4.69M | 6.54 | 8.49 | 9.80 |
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