Page 2 - Market_Update 2-28-2021.xlsx
P. 2

Sector Snapshot                              2/28/21            S&P 500 Sector Weights*           2/25/21
                                                        1 Year
         Sector                                        Return            Sector                             Weight
         Technology                                    41.50%            Technology                         23.44%
         Comm. Services                                35.87%            Financials                         14.62%
         Consumer Cyclical                             32.94%            Health Care                        13.15%
         Materials                                     31.21%            Consumer Cyclical                  11.76%
         Industrials                                   17.55%            Comm. Services                     11.26%
         Health Care                                   16.18%            Industrials                         9.00%
         Financials                                    13.24%            Consumer Defensive                  6.44%
         Consumer Defensive                             2.72%            Energy                              3.10%
         Energy                                         1.33%            Utilities                           2.55%
         Real Estate                                   -6.06%            Real Estate                         2.37%
         Utilities                                    -13.28%            Materials                           2.31%
         Sector Summary                                                                                    2/28/21
         Sector                             1 Week    1 Month    3 Month       YTD     1 Year     3 Year     5 Year
         Cyclical
           Consumer Cyclical                 -4.88%    -5.48%     2.18%      0.24%     32.94%    14.80%     16.72%
           Financials                        -0.36%     7.94%    13.12%      9.22%     13.24%     3.03%     13.32%
           Materials                         -2.14%     0.38%     2.88%      1.19%    31.21%      6.04%     11.77%
           Real Estate                       -2.02%    -0.68%     1.79%      1.91%     -6.06%     6.90%      5.33%
         Sensitive
           Comm. Services                    -1.21%     2.07%     9.82%      5.94%     35.87%          -          -
           Energy                            4.27%     17.00%    22.62%     25.73%      1.33%   -10.41%      -2.63%
           Industrials                       -0.50%     3.81%     1.89%      2.00%    17.55%      4.99%     11.75%
           Technology                        -3.90%    -2.55%     7.20%      0.27%     41.50%    23.69%     26.09%
         Defensive
           Consumer Defensive                -2.53%    -4.62%     -5.22%    -6.42%      2.72%     5.04%      4.43%
           Health Care                       -1.59%    -4.59%     4.01%     -0.96%    16.18%      9.51%     11.01%
           Utilities                         -5.05%    -8.47%     -9.29%    -7.44%    -13.28%     5.23%      4.83%
         Market Indicators
                                                         Last    1 Month   1 Mo. %     1 Year   1 Year %
         Name                                 As of   Month**       Ago    Change        Ago     Change       Freq.

           1 Month Treasury                 2/26/21     0.04%     0.05%     -20.0%      1.59%    -97.5%        Daily
           2 Year Treasury                  2/26/21     0.14%     0.11%      27.3%      1.16%    -87.9%        Daily
           10 Year Treasury                 2/26/21     1.44%     1.05%      37.1%      1.33%      8.3%        Daily
           30 Year Mortgage                 2/25/21     2.97%     2.77%       7.2%      3.49%    -14.9%      Weekly
           US Corporate AAA                 2/28/21     1.97%     1.68%      17.3%      2.05%      -3.9%       Daily
           US Corporate BBB                 2/28/21     2.37%     2.12%      11.8%      2.80%    -15.4%        Daily
           US Corporate CCC                 2/28/21     7.64%     7.82%      -2.3%     12.62%    -39.5%        Daily
           Effective Federal Funds          2/28/21     0.07%     0.07%       0.0%      1.58%    -95.6%        Daily
         U.S. Economy
           Consumer Sentiment               2/28/21      76.80     80.70     -4.8%      99.80    -23.0%     Monthly
           Unemployment Rate                2/28/21     6.20%     6.70%      -7.5%      3.50%     77.1%     Monthly
           Inflation Rate                  12/31/20     1.40%     1.17%      19.2%      2.29%    -38.7%     Monthly
           Manufacturing PMI                2/28/21      60.80     60.50      0.5%      50.90     19.4%     Monthly
           Non Manufacturing PMI            2/28/21      55.30     57.70     -4.2%      55.50     -0.4%     Monthly
           Retail Sales                    12/31/20   513,581   491,713       4.4%   461,465      11.3%     Monthly
           Building Permits                12/31/20     1,881     1,635      15.0%      1,457     29.1%     Monthly

         ©2020 YCharts, Inc. All Rights Reserved. YCharts, Inc. (“YCharts”) is not registered with the U.S. Securities and Exchange Commission (or with the securities regulatory
         authority or body of any state or any other jurisdiction) as an investment adviser, broker-dealer or in any other capacity, and does not purport to provide investment advice or
         make investment recommendations. This report has been generated through application of the analytical tools and data provided through ycharts.com and is intended solely
         to assist you or your investment or other adviser(s) in conducting investment research. You should not construe this report as an offer to buy or sell, as a solicitation of an
         offer to buy or sell, or as a recommendation to buy, sell, hold or trade, any security or other financial instrument. For further information regarding your use of this report,
         please go to: ycharts.com/about/disclosure. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.
         WFS is separately owned and other entities and/or marketing names, products, or services referenced here are independent of WFS.
   1   2   3   4