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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 $1,855,099,942
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 369,424 $115,977,852 6.25%
2.
Ishares Trust
 IEF 12,235 $93,763,394 5.05%
3.
Vanguard Bond Index Funds
 BND 1,122,300 $80,704,578 4.35%
4.
Microsoft Corp
 MSFT 89,208 $77,274,956 4.17%
5.
Ishares Tr - RUS TP200 GR ETF
 86,103 $57,746,144 3.11%
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)