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Home > Institutional Investor > Wsfs Capital Management, Llc > 13F Holdings

Instuitional Investor - Wsfs Capital Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 167,801 $125,664,148 5.48%
2.
Apple Inc.
 AAPL 371,340 $107,450,819 4.68%
3.
Vanguard Bond Index Funds
 BND 1,369,628 $100,544,362 4.38%
4.
Ishares Tr - RUS TP200 GR ETF
 255,752 $74,326,682 3.24%
5.
Microsoft Corp
 MSFT 178,186 $66,466,932 2.9%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.