HoldingsChannel.com
Wsfs Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 98,460 +964 $31,826
     IVV98,460+964$31,826
VANGUARD INDEX FDS (VOT) 74,452 +627 $11,821
     VOT74,452+627$11,821
VANGUARD GROUP (VIG) 85,454 -1,401 $10,653
     VIG85,454-1,401$10,653
MICROSOFT CORP 43,472 +36,800 $6,856
     MSFT43,472+36,800$6,856
APPLE INC 19,246 +1,970 $5,652
     AAPL19,246+1,970$5,652
SPDR S&P 500 ETF TR (SPY) 15,173 +663 $4,884
     SPY15,173+663$4,884
FLEXSHARES TR (QDF) 73,151 +123 $3,546
     QDF73,151+123$3,546
ISHARES TR (IVW) 17,031 -206 $3,298
     IVW17,031-206$3,298
VANGUARD INDEX FDS (VOO) 8,602 UNCH $2,544
     VOO8,602UNCH$2,544
ISHARES TR (EFA) 36,125 +451 $2,509
     EFA36,125+451$2,509
VANGUARD INDEX FDS (VUG) 13,767 UNCH $2,508
     VUG13,767UNCH$2,508
ISHARES TR (IVE) 19,050 +775 $2,478
     IVE19,050+775$2,478
INVESCO EXCHANGE TRADED FD T (RSP) 19,537 +277 $2,261
     RSP19,537+277$2,261
ISHARES TR (IWB) 11,748 -146 $2,096
     IWB11,748-146$2,096
BERKSHIRE HATHAWAY INC DEL      $2,051
     BRK.B9,053+2,286$2,051
VANGUARD INDEX FDS (VTV) 16,766 +91 $2,009
     VTV16,766+91$2,009
ISHARES TR (IWN) 15,251 +21 $1,961
     IWN15,251+21$1,961
MERCK & CO INC 21,521 -418 $1,957
     MRK21,521-418$1,957
ISHARES TR (IJK) 6,850 -6 $1,631
     IJK6,850-6$1,631
ISHARES TR (EFV) 31,373 +845 $1,566
     EFV31,373+845$1,566
HOME DEPOT INC 7,122 +2,972 $1,555
     HD7,122+2,972$1,555
AMAZON COM INC 731 -14 $1,351
     AMZN731-14$1,351
JOHNSON & JOHNSON 8,179 +200 $1,193
     JNJ8,179+200$1,193
ISHARES TR (IEFA) 17,348 +1,830 $1,132
     IEFA17,348+1,830$1,132
ISHARES TR (IWF) 6,183 +171 $1,088
     IWF6,183+171$1,088
ISHARES TR (IWM) 6,390 +81 $1,059
     IWM6,390+81$1,059
ALPHABET INC 760 -16 $1,016
     GOOG760-16$1,016
ISHARES TR (EEM) 21,711 -1,153 $974
     EEM21,711-1,153$974
COCA COLA CO 15,812 -6 $875
     KO15,812-6$875
FLEXSHARES TR (IQDF) 35,471 UNCH $862
     IQDF35,471UNCH$862
RIVERNORTH DOUBLELINE STRATE 50,899 -4,541 $836
     OPP50,899-4,541$836
ISHARES TR (IWD) 6,042 UNCH $825
     IWD6,042UNCH$825
HONEYWELL INTL INC 4,317 UNCH $764
     HON4,317UNCH$764
ISHARES TR (EFG) 7,857 UNCH $679
     EFG7,857UNCH$679
DISNEY WALT CO 4,603 +1,515 $666
     DIS4,603+1,515$666
PROCTER & GAMBLE CO 5,277 UNCH $659
     PG5,277UNCH$659
PUBLIC SVC ENTERPRISE GRP IN 11,144 +2,042 $658
     PEG11,144+2,042$658
EXXON MOBIL CORP 8,818 +4,918 $615
     XOM8,818+4,918$615
VANGUARD INDEX FDS (VTI) 3,633 +276 $594
     VTI3,633+276$594
INTEL CORP 9,765 +9,765 $584
     INTC9,765+9,765$584
EVERSOURCE ENERGY 6,769 +6,769 $576
     ES6,769+6,769$576
ISHARES INC (IEMG) 10,300 +355 $554
     IEMG10,300+355$554
ALPHABET INC 400 UNCH $536
     GOOGL400UNCH$536
FACEBOOK INC 2,478 -50 $509
     FB2,478-50$509
PFIZER INC 12,451 +164 $488
     PFE12,451+164$488
SKYWORKS SOLUTIONS INC 4,012 UNCH $485
     SWKS4,012UNCH$485
ISHARES TR (MUB) 4,197 +52 $478
     MUB4,197+52$478
VANECK VECTORS ETF TRUST (SHYD) 18,200 +1,751 $459
     SHYD18,200+1,751$459
RIVERNORTH OPPRTUNITIES FD I 26,860 -9,780 $438
     RIV26,860-9,780$438
VERIZON COMMUNICATIONS INC 7,077 +203 $435
     VZ7,077+203$435

See Full List: All Stocks Held By Wsfs Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wsfs Capital Management LLC

Size ($ in 1000's)
At 12/31/2019: $137,860
At 09/30/2019: $119,905

Wsfs Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wsfs Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Wsfs Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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