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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.810 | 1.250 | 0.440 |
Stocks | 80.860 | 80.860 | 0.000 |
Bonds | 18.290 | 18.310 | 0.020 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.840 | 17.235 |
Price to Book | 2.695 | 2.542 |
Price to Sales | 1.950 | 1.873 |
Price to Cash Flow | 11.961 | 11.135 |
Dividend Yield | 2.005 | 2.242 |
5 Years Earnings Growth | 10.341 | 10.228 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.220 | 22.402 |
Financial Services | 16.100 | 16.870 |
Consumer Cyclical | 11.250 | 10.891 |
Industrials | 10.610 | 10.732 |
Healthcare | 9.880 | 10.429 |
Communication Services | 7.780 | 6.842 |
Consumer Defensive | 5.570 | 6.578 |
Energy | 3.800 | 4.556 |
Basic Materials | 3.430 | 3.694 |
Real Estate | 2.770 | 3.971 |
Utilities | 2.600 | 3.029 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 55.56 | - | - | |
Vanguard Total Intl Stock Index I | - | 26.25 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.65 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.55 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 92.38M | 41.81 | 7.84 | 14.85 | ||
WV SMART529 Direct 500 Index Portfo | 79.03M | 24.87 | 8.81 | 12.95 | ||
WV The Hartford SMART529 ChecksBala | 44.63M | 11.49 | 2.88 | 7.44 | ||
WV SMART529 Direct Age Based Portfo | 34.78M | 8.47 | 2.35 | 5.68 | ||
WV The Hartford SMART529 The Hartee | 5.35M | 9.96 | 5.45 | 9.17 |
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