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


YHD - YHD Delayed Price. Currency in CAD
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13.1500-0.03 (-0.23%)
At close: 4:00PM EDT

Overall Portfolio Composition (%)

Cash13.38%
Stocks44.56%
Bonds41.37%
Others0.37%
Preferred0.28%
Convertable0.00%

Sector Weightings (%)

Sector
SWESSQUILREV.TO
Basic Materials
6.65%
Consumer Cyclical
13.27%
Financial Services
23.82%
Realestate
3.14%
Consumer Defensive
6.33%
Healthcare
8.07%
Utilities
1.61%
Communication Services
4.42%
Energy
9.97%
Industrials
12.96%
Technology
9.77%

Equity Holdings

AverageSWESSQUILREV.TOCategory Average
Price/Earnings14.7517.04
Price/Book1.52.03
Price/Sales0.881.64
Price/Cashflow5.487.28
Median Market Cap21,212.7640,983.86
3 Year Earnings Growth9.868.73

Bond Holdings

AverageSWESSQUILREV.TOCategory Average
MaturityN/AN/A
DurationN/AN/A
Credit QualityN/AN/A

Bond Ratings

SectorSWESSQUILREV.TO
US Goverment0.00%
AAA9.71%
AA8.66%
A9.61%
BBB9.81%
BB2.49%
B0.92%
Below B0.48%
Others4.33%

Top 1 Holdings (99.99% of Total Assets)

CompanySymbol% Assets
Quotential Bal Income PortN/A99.99%