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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.570 | 0.910 | 0.340 |
Shares | 81.130 | 81.130 | 0.000 |
Bonds | 18.250 | 18.280 | 0.030 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.601 | 17.387 |
Price to Book | 2.689 | 2.575 |
Price to Sales | 1.941 | 1.893 |
Price to Cash Flow | 11.818 | 11.180 |
Dividend Yield | 2.020 | 2.228 |
5 Years Earnings Growth | 11.411 | 10.769 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.370 | 21.603 |
Financial Services | 15.740 | 16.399 |
Healthcare | 10.800 | 11.128 |
Industrials | 10.790 | 11.018 |
Consumer Cyclical | 10.510 | 10.444 |
Communication Services | 7.580 | 6.619 |
Consumer Defensive | 5.790 | 6.782 |
Energy | 3.970 | 4.667 |
Basic Materials | 3.760 | 3.969 |
Real Estate | 2.950 | 4.159 |
Utilities | 2.750 | 3.213 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 56.29 | - | - | |
Vanguard Total Intl Stock Index I | - | 25.47 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.67 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 91.6M | 40.35 | 7.44 | 14.59 | ||
WV SMART529 Direct 500 Index Portfo | 79.49M | 27.93 | 11.31 | 13.19 | ||
WV The Hartford SMART529 ChecksBala | 46.56M | 15.11 | 5.26 | 7.72 | ||
WV SMART529 Direct Age Based Portfo | 35.17M | 10.36 | 3.48 | 5.80 | ||
WV The Hartford SMART529 The Hartee | 5.73M | 16.77 | 9.96 | 9.83 |
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