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Home > Institutional Investor > Wsfs Capital Management, Llc > Profile

Instuitional Investor - Wsfs Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Wsfs Capital Management, Llc
Portfolio Value $1,666,915,994
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 402,328 $89,369,285 5.36%
2.
Ishares Trust
 IEF 155,579 $87,419,982 5.24%
3.
Vanguard Bond Index Funds
 BND 1,174,115 $86,238,744 5.17%
4.
Microsoft Corp
 MSFT 174,183 $65,386,642 3.92%
5.
Ishares Tr - RUS TP200 GR ETF
 217,277 $45,832,323 2.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)