HoldingsChannel.com
Wsfs Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 97,496 UNCH $29,105
     IVV97,496UNCH$29,105
VANGUARD INDEX FDS (VOT) 73,825 -592 $10,934
     VOT73,825-592$10,934
VANGUARD GROUP (VIG) 86,855 -1,072 $10,386
     VIG86,855-1,072$10,386
SPDR S&P 500 ETF TR (SPY) 14,510 -69 $4,306
     SPY14,510-69$4,306
APPLE INC 17,276 +4,353 $3,869
     AAPL17,276+4,353$3,869
FLEXSHARES TR (QDF) 73,028 +28,544 $3,318
     QDF73,028+28,544$3,318
ISHARES TR (IVW) 17,237 +546 $3,103
     IVW17,237+546$3,103
MEDIDATA SOLUTIONS INC 32,903 UNCH $3,011
     MDSO32,903UNCH$3,011
VANGUARD INDEX FDS (VOO) 8,602 -37 $2,345
     VOO8,602-37$2,345
ISHARES TR (EFA) 35,674 +467 $2,326
     EFA35,674+467$2,326
VANGUARD INDEX FDS (VUG) 13,767 -562 $2,289
     VUG13,767-562$2,289
ISHARES TR (IVE) 18,275 +176 $2,177
     IVE18,275+176$2,177
INVESCO EXCHANGE TRADED FD T (RSP) 19,260 +2,248 $2,082
     RSP19,260+2,248$2,082
ISHARES TR (IWB) 11,894 UNCH $1,957
     IWB11,894UNCH$1,957
VANGUARD INDEX FDS (VTV) 16,675 UNCH $1,861
     VTV16,675UNCH$1,861
MERCK & CO INC 21,939 +433 $1,847
     MRK21,939+433$1,847
ISHARES TR (IWN) 15,230 -20 $1,819
     IWN15,230-20$1,819
ISHARES TR (IJK) 6,856 -68 $1,535
     IJK6,856-68$1,535
ISHARES TR (EFV) 30,528 UNCH $1,446
     EFV30,528UNCH$1,446
BERKSHIRE HATHAWAY INC DEL      $1,408
     BRK.B6,767+1,512$1,408
AMAZON COM INC 745 +17 $1,293
     AMZN745+17$1,293
JOHNSON & JOHNSON 7,979 -1,000 $1,032
     JNJ7,979-1,000$1,032
RIVERNORTH DOUBLELINE STRATE 55,440 UNCH $966
     OPP55,440UNCH$966
HOME DEPOT INC 4,150 +30 $963
     HD4,150+30$963
ISHARES TR (IWF) 6,012 -63 $960
     IWF6,012-63$960
ISHARES TR (IWM) 6,309 +10 $955
     IWM6,309+10$955
ISHARES TR (IEFA) 15,518 -318 $948
     IEFA15,518-318$948
ALPHABET INC 776 UNCH $946
     GOOG776UNCH$946
ISHARES TR (EEM) 22,864 -1,009 $934
     EEM22,864-1,009$934
MICROSOFT CORP 6,672 +206 $928
     MSFT6,672+206$928
COCA COLA CO 15,818 +291 $861
     KO15,818+291$861
FLEXSHARES TR (IQDF) 35,471 +15,781 $790
     IQDF35,471+15,781$790
ISHARES TR (IWD) 6,042 UNCH $775
     IWD6,042UNCH$775
HONEYWELL INTL INC 4,317 UNCH $730
     HON4,317UNCH$730
PROCTER & GAMBLE CO 5,277 -20 $656
     PG5,277-20$656
ISHARES TR (EFG) 7,857 -213 $633
     EFG7,857-213$633
RIVERNORTH OPPRTUNITIES FD I 36,640 UNCH $633
     RIV36,640UNCH$633
PUBLIC SVC ENTERPRISE GRP IN 9,102 UNCH $565
     PEG9,102UNCH$565
VANGUARD INDEX FDS (VTI) 3,357 +20 $507
     VTI3,357+20$507
ALPHABET INC 400 UNCH $488
     GOOGL400UNCH$488
ISHARES INC (IEMG) 9,945 +832 $488
     IEMG9,945+832$488
ISHARES TR (MUB) 4,145 UNCH $473
     MUB4,145UNCH$473
SSGA ACTIVE ETF TR (TOTL) 9,197 UNCH $453
     TOTL9,197UNCH$453
FACEBOOK INC 2,528 +50 $450
     FB2,528+50$450
PFIZER INC 12,287 -1,385 $441
     PFE12,287-1,385$441
VERIZON COMMUNICATIONS INC 6,874 -598 $415
     VZ6,874-598$415
VANECK VECTORS ETF TR (SHYD) 16,449 +754 $414
     SHYD16,449+754$414
DISNEY WALT CO 3,088 +85 $402
     DIS3,088+85$402
VANGUARD INDEX FDS (VB) 2,543 UNCH $391
     VB2,543UNCH$391
ISHARES TR (AGG) 3,393 -126 $384
     AGG3,393-126$384

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 09/30/2019: $119,905
At 06/30/2019: $117,865

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.