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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.810 | 1.160 | 0.350 |
Stocks | 81.270 | 81.270 | 0.000 |
Bonds | 17.860 | 17.880 | 0.020 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.395 | 17.574 |
Price to Book | 2.760 | 2.577 |
Price to Sales | 2.005 | 1.905 |
Price to Cash Flow | 12.157 | 11.246 |
Dividend Yield | 1.962 | 2.216 |
5 Years Earnings Growth | 10.087 | 10.071 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.240 | 21.846 |
Financial Services | 16.460 | 17.091 |
Consumer Cyclical | 11.360 | 10.950 |
Industrials | 10.670 | 10.779 |
Healthcare | 10.160 | 10.584 |
Communication Services | 8.120 | 7.017 |
Consumer Defensive | 5.480 | 6.529 |
Energy | 3.760 | 4.540 |
Basic Materials | 3.450 | 3.712 |
Real Estate | 2.730 | 3.944 |
Utilities | 2.560 | 3.006 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 55.95 | - | - | |
Vanguard Total Intl Stock Index I | - | 26.15 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.43 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 94.58M | 2.97 | 13.25 | 15.14 | ||
WV SMART529 Direct 500 Index Portfo | 81.72M | 2.78 | 11.78 | 13.61 | ||
WV The Hartford SMART529 ChecksBala | 45.25M | 2.48 | 4.99 | 7.87 | ||
WV SMART529 Direct Age Based Portfo | 35.58M | 1.63 | 3.86 | 5.85 | ||
WV The Hartford SMART529 The Hartee | 5.51M | 4.18 | 7.15 | 10.01 |
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