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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.610 | 0.940 | 0.330 |
Stocks | 81.700 | 81.700 | 0.000 |
Bonds | 17.650 | 17.670 | 0.020 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.745 | 17.306 |
Price to Book | 2.704 | 2.635 |
Price to Sales | 1.943 | 1.912 |
Price to Cash Flow | 11.890 | 11.272 |
Dividend Yield | 1.987 | 2.181 |
5 Years Earnings Growth | 11.574 | 11.307 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.110 | 21.939 |
Financial Services | 15.390 | 15.843 |
Healthcare | 11.080 | 11.412 |
Industrials | 10.870 | 11.186 |
Consumer Cyclical | 10.640 | 10.584 |
Communication Services | 7.390 | 6.799 |
Consumer Defensive | 5.920 | 6.665 |
Energy | 3.910 | 4.512 |
Basic Materials | 3.890 | 3.960 |
Real Estate | 3.030 | 3.999 |
Utilities | 2.760 | 3.104 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 56.00 | - | - | |
Vanguard Total Intl Stock Index I | - | 26.33 | - | - | |
Vanguard Total Bond Market II Idx I | - | 12.28 | - | - | |
Vanguard Inflation-Protected Secs I | - | 5.39 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
WV The Hartford SMART529 The Hartga | 85.2M | 30.77 | 3.46 | 14.24 | ||
WV SMART529 Direct 500 Index Portfo | 74.43M | 20.86 | 8.96 | 12.85 | ||
WV The Hartford SMART529 ChecksBala | 44.97M | 11.08 | 3.38 | 7.54 | ||
WV SMART529 Direct Age Based Portfo | 34.22M | 7.96 | 2.45 | 5.67 | ||
WV The Hartford SMART529 The Hartee | 5.66M | 12.17 | 7.37 | 9.61 |
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