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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
3
0
0
0
14
1
1
WSFS CAPITAL MANAGEMENT LLC

Time Period2019-03-31

Total Holdings84

Total Value ($x1000)110,866
Activities
New13

Increased14

Unchanged21

Decreased36

Sold Out4

Top 10 Stock Holdingstotal 60.52%
IVV25.5

VOT9.56

VIG9.24

SPY3.68

IVW2.53

 
MDSO2.17

EFA2.13

VUG2.01

AAPL1.89

IVE1.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
25.5%
CORE S&P500 ETF
VOT
9.56%
MCAP GR IDXVIP
VIG
9.24%
DIV APP ETF
SPY
3.68%
TR UNIT
IVW
2.53%
S&P 500 GRWT ETF
MDSO
2.17%
COM
EFA
2.13%
MSCI EAFE ETF
VUG
2.01%
GROWTH ETF
AAPL
1.89%
COM
IVE
1.81%
S&P 500 VAL ETF
IJK
1.72%
S&P MC 400GR ETF
IWB
1.69%
RUS 1000 ETF
IWN
1.66%
RUS 2000 VAL ETF
VTV
1.63%
VALUE ETF
QDF
1.56%
QUALT DIVD IDX
VOO
1.56%
SHS
EFV
1.35%
EAFE VALUE ETF
RSP
1.27%
S&P500 EQL WGT
MRK
1.15%
COM
JNJ
0.99%
COM
EEM
0.99%
MSCI EMG MKT ETF
BRK.B
0.93%
CL B NEW
IWM
0.9%
RUSSELL 2000 ETF
HON
0.81%
COM
GOOG
0.8%
CAP STK CL C
OPP
0.8%
COM
IWF
0.74%
RUS 1000 GRW ETF
IEFA
0.73%
CORE MSCI EAFE
CMCSA
0.72%
CL A
SHYD
0.7%
SHORT HIGH YIELD
HD
0.69%
COM
IWD
0.67%
RUS 1000 VAL ETF
KO
0.66%
COM
RIV
0.58%
COM
VZ
0.57%
COM
EFG
0.56%
EAFE GRWTH ETF
MSFT
0.51%
COM
PEG
0.49%
COM
PG
0.49%
COM
PFE
0.43%
COM
MUB
0.42%
NAT AMT FREE BD
MO
0.39%
COM
IQDF
0.38%
INTL QLTDV IDX
AOA
0.37%
AGGRES ALLOC ETF
HACK
0.37%
PUREFUNDS ISE CY
VB
0.35%
SMALL CP ETF
AGG
0.35%
CORE TOTUSBD ETF
TOTL
0.33%
SPDR TR TACTIC
BND
0.32%
TOTAL BND MRKT
VT
0.32%
TT WRLD ST ETF
NEAR
0.31%
SHT MAT BD ETF
SWKS
0.31%
COM
GNL
0.31%
COM NEW
CB
0.31%
COM
GOOGL
0.3%
CAP STK CL A
T
0.3%
COM
MMM
0.3%
COM
DIS
0.29%
COM DISNEY
WPX
0.29%
COM
IEMG
0.29%
CORE MSCI EMKT
RDN
0.28%
COM
XLU
0.27%
SBI INT-UTILS
V
0.25%
COM CL A
CSCO
0.24%
COM
PSX
0.24%
COM
CRL
0.24%
COM
BBT
0.23%
COM
JKJ
0.23%
MRGSTR SM CP ETF
BAM
0.23%
CL A LTD VT SH
NVS
0.22%
SPONSORED ADR
LOW
0.22%
COM
WFC
0.21%
COM
JHML
0.2%
MULTIFACTOR LA
BAC
0.2%
COM
ACN
0.2%
SHS CLASS A
GSK
0.2%
SPONSORED ADR
PXD
0.18%
COM
MA
0.18%
CL A
S
0.1%
COM SER 1
FRBK
0.1%
COM
BCS
0.08%
ADR
SIRI
0.08%
COM
AIG/WS
0.06%
*W EXP 01/19/202
ECOR
0.06%
COM
VEA
0.69%
FTSE DEV MKT ETF
FB
0.3%
CL A
XOM
0.24%
COM
PM
0.2%
COM