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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
18
0
2
0
0
0
16
1
1
WSFS CAPITAL MANAGEMENT LLC

Time Period2019-06-30

Total Holdings86

Total Value ($x1000)117,865
Activities
New6

Increased31

Unchanged28

Decreased21

Sold Out4

Top 10 Stock Holdingstotal 59.18%
IVV24.38

VOT9.43

VIG8.59

SPY3.62

IVW2.54

 
MDSO2.53

AAPL2.17

VUG1.99

VOO1.97

EFA1.96

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
24.38%
CORE S&P500 ETF
VOT
9.43%
MCAP GR IDXVIP
VIG
8.59%
DIV APP ETF
SPY
3.62%
TR UNIT
IVW
2.54%
S&P 500 GRWT ETF
MDSO
2.53%
COM
AAPL
2.17%
COM
VUG
1.99%
GROWTH ETF
VOO
1.97%
SHS
EFA
1.96%
MSCI EAFE ETF
IVE
1.79%
S&P 500 VAL ETF
QDF
1.69%
QUALT DIVD IDX
IWB
1.64%
RUS 1000 ETF
VTV
1.57%
VALUE ETF
IWN
1.56%
RUS 2000 VAL ETF
RSP
1.56%
S&P500 EQL WGT
MRK
1.53%
COM
IJK
1.33%
S&P MC 400GR ETF
EFV
1.24%
EAFE VALUE ETF
AMZN
1.17%
COM
JNJ
1.06%
COM
BRK.B
0.95%
CL B NEW
EEM
0.87%
MSCI EMG MKT ETF
IWM
0.83%
RUSSELL 2000 ETF
IEFA
0.82%
CORE MSCI EAFE
IWF
0.81%
RUS 1000 GRW ETF
OPP
0.8%
COM
MSFT
0.73%
COM
HD
0.73%
COM
CMCSA
0.72%
CL A
GOOG
0.71%
CAP STK CL C
KO
0.67%
COM
IWD
0.65%
RUS 1000 VAL ETF
HON
0.64%
COM
EFG
0.55%
EAFE GRWTH ETF
RIV
0.53%
COM
PFE
0.5%
COM
PG
0.49%
COM
PEG
0.45%
COM
VTI
0.43%
TOTAL STK MKT
FB
0.41%
CL A
MUB
0.4%
NAT AMT FREE BD
IEMG
0.4%
CORE MSCI EMKT
IQDF
0.38%
INTL QLTDV IDX
TOTL
0.38%
SPDR TR TACTIC
GOOGL
0.37%
CAP STK CL A
LOW
0.36%
COM
VZ
0.36%
COM
DIS
0.36%
COM DISNEY
ACN
0.34%
SHS CLASS A
VB
0.34%
SMALL CP ETF
SHYD
0.33%
SHORT HIGH YIELD
AGG
0.33%
CORE TOTUSBD ETF
XOM
0.31%
COM
BND
0.31%
TOTAL BND MRKT
GNL
0.31%
COM NEW
VT
0.3%
TT WRLD ST ETF
NEAR
0.29%
SHT MAT BD ETF
XLU
0.29%
SBI INT-UTILS
CB
0.28%
COM
SWKS
0.28%
COM
USMV
0.27%
USA MIN VOL ETF
V
0.27%
COM CL A
CSCO
0.25%
COM
AOA
0.25%
AGGRES ALLOC ETF
T
0.24%
COM
MMM
0.23%
COM
BBT
0.23%
COM
RDN
0.23%
COM
JKJ
0.23%
MRGSTR SM CP ETF
PSX
0.22%
COM
SHY
0.22%
1-3 YR TR BD ETF
CRL
0.22%
COM
BAM
0.2%
CL A LTD VT SH
BAC
0.2%
COM
JHML
0.2%
MULTIFACTOR LA
WFC
0.19%
COM
MA
0.19%
CL A
GSK
0.18%
SPONSORED ADR
PXD
0.17%
COM
AIG/WS
0.13%
*W EXP 01/19/202
S
0.11%
COM SER 1
SIRI
0.07%
COM
BCS
0.07%
ADR
FRBK
0.04%
COM
ECOR
0.02%
COM
MO
0.39%
COM
HACK
0.37%
PUREFUNDS ISE CY
WPX
0.29%
COM
NVS
0.22%
SPONSORED ADR