HoldingsChannel.com
Wsfs Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 97,496 -1,843 $28,737
     IVV97,496-1,843$28,737
VANGUARD INDEX FDS (VOT) 74,417 +158 $11,111
     VOT74,417+158$11,111
VANGUARD GROUP (VIG) 87,927 -5,527 $10,126
     VIG87,927-5,527$10,126
SPDR S&P 500 ETF TR (SPY) 14,579 +149 $4,272
     SPY14,579+149$4,272
ISHARES TR (IVW) 16,691 +408 $2,992
     IVW16,691+408$2,992
MEDIDATA SOLUTIONS INC 32,903 UNCH $2,978
     MDSO32,903UNCH$2,978
APPLE INC 12,923 +1,887 $2,558
     AAPL12,923+1,887$2,558
VANGUARD INDEX FDS (VUG) 14,329 +97 $2,341
     VUG14,329+97$2,341
VANGUARD INDEX FDS (VOO) 8,639 +1,981 $2,325
     VOO8,639+1,981$2,325
ISHARES TR (EFA) 35,207 -1,263 $2,314
     EFA35,207-1,263$2,314
ISHARES TR (IVE) 18,099 +273 $2,110
     IVE18,099+273$2,110
FLEXSHARES TR (QDF) 44,484 +5,840 $1,996
     QDF44,484+5,840$1,996
ISHARES TR (IWB) 11,894 UNCH $1,936
     IWB11,894UNCH$1,936
VANGUARD INDEX FDS (VTV) 16,675 -84 $1,850
     VTV16,675-84$1,850
ISHARES TR (IWN) 15,250 -113 $1,838
     IWN15,250-113$1,838
INVESCO EXCHANGE TRADED FD T (RSP) 17,012 +3,481 $1,834
     RSP17,012+3,481$1,834
MERCK & CO INC 21,506 +6,190 $1,803
     MRK21,506+6,190$1,803
ISHARES TR (IJK) 6,924 -1,763 $1,567
     IJK6,924-1,763$1,567
ISHARES TR (EFV) 30,528 UNCH $1,467
     EFV30,528UNCH$1,467
AMAZON COM INC 728 +728 $1,379
     AMZN728+728$1,379
JOHNSON & JOHNSON 8,979 +1,146 $1,251
     JNJ8,979+1,146$1,251
BERKSHIRE HATHAWAY INC DEL      $1,120
     BRK.B5,255+100$1,120
ISHARES TR (EEM) 23,873 -1,611 $1,024
     EEM23,873-1,611$1,024
ISHARES TR (IWM) 6,299 -227 $980
     IWM6,299-227$980
ISHARES TR (IEFA) 15,836 +2,566 $972
     IEFA15,836+2,566$972
ISHARES TR (IWF) 6,075 +665 $956
     IWF6,075+665$956
RIVERNORTH DOUBLELINE STRATE 55,440 +1,458 $946
     OPP55,440+1,458$946
MICROSOFT CORP 6,466 +1,711 $866
     MSFT6,466+1,711$866
HOME DEPOT INC 4,120 +146 $857
     HD4,120+146$857
COMCAST CORP NEW 20,054 +178 $848
     CMCSA20,054+178$848
ALPHABET INC 776 +16 $839
     GOOG776+16$839
COCA COLA CO 15,527 UNCH $791
     KO15,527UNCH$791
ISHARES TR (IWD) 6,042 UNCH $769
     IWD6,042UNCH$769
HONEYWELL INTL INC 4,317 -1,350 $754
     HON4,317-1,350$754
ISHARES TR (EFG) 8,070 UNCH $652
     EFG8,070UNCH$652
RIVERNORTH OPPRTUNITIES FD I 36,640 -2,348 $624
     RIV36,640-2,348$624
PFIZER INC 13,672 +2,484 $592
     PFE13,672+2,484$592
PROCTER AND GAMBLE CO 5,297 +111 $581
     PG5,297+111$581
PUBLIC SVC ENTERPRISE GRP IN 9,102 UNCH $535
     PEG9,102UNCH$535
VANGUARD INDEX FDS (VTI) 3,337 +3,337 $501
     VTI3,337+3,337$501
FACEBOOK INC 2,478 +2,478 $478
     FB2,478+2,478$478
ISHARES INC (IEMG) 9,113 +2,893 $469
     IEMG9,113+2,893$469
ISHARES TR (MUB) 4,145 UNCH $469
     MUB4,145UNCH$469
FLEXSHARES TR (IQDF) 19,690 +1,557 $453
     IQDF19,690+1,557$453
SSGA ACTIVE ETF TR (TOTL) 9,197 +1,537 $451
     TOTL9,197+1,537$451
ALPHABET INC 400 +115 $433
     GOOGL400+115$433
LOWES COS INC 4,245 +2,026 $428
     LOW4,245+2,026$428
VERIZON COMMUNICATIONS INC 7,472 -3,237 $427
     VZ7,472-3,237$427
DISNEY WALT CO 3,003 +76 $419
     DIS3,003+76$419
ACCENTURE PLC IRELAND 2,187 +914 $404
     ACN2,187+914$404

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 06/30/2019: $117,865
At 03/31/2019: $110,866

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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