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    More On SWESSQUILREV…


    SunWise Essntl FT Quotntl Bal Inc Seg (SWESSQUILREV.TO)

    12.86 Down 0.07(0.54%) Mar 26

    Holdings as of Jun 29, 2014Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:11.70
    Stocks:46.74
    Bonds:41.21
    Other:0.02
    Top 10 Holdings (99.76% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Quotential Bal Income PortN/A99.76N/A
    Equity Holdings 
    AveragesSWESSQUILREV.TOCategory Avg
    Price/Earnings16.0717.34
    Price/Book1.822.05
    Price/Sales1.121.54
    Price/Cashflow6.247.15
    Median Market Cap19.2K34.93K
    3 Year Earnings Growth10.22%10.42%
    Sector Weightings (%)  
    Sector SWESSQUILREV.TOCategory Avg
    Basic Materials
     
    8.174.05
    Consumer Cyclical
     
    12.479.89
    Financial Services
     
    20.8421.59
    Realestate
     
    4.155.75
    Consumer Defensive
     
    7.087.96
    Healthcare
     
    6.798.05
    Utilities
     
    1.323.78
    Communication Services
     
    3.596.41
    Energy
     
    13.3911.36
    Industrials
     
    12.8111.78
    Technology
     
    9.399.39
    Bond Ratings (%)  
    SectorSWESSQUILREV.TOCategory Avg
    US GOVERNMENTN/AN/A
    AAA7.84N/A
    AA7.53N/A
    A12.67N/A
    BBB6.48N/A
    BB0.76N/A
    B0.60N/A
    BELOW B0.17N/A
    OTHER0.08N/A
    Bond Holdings 
    AveragesSWESSQUILREV.TOCategory Avg
    MaturityN/A11.44
    DurationN/A2.20
    Credit QualityNaNN/A