WSFS CAPITAL MANAGEMENT, LLC 13F Holdings

CIK 02818001 · PHILADELPHIA, PA

As of Sep 30, 2022, WSFS CAPITAL MANAGEMENT, LLC reported 138 positions worth $282.1K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—183,308$65.7K23.30%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity207,777 3.8K4.89%
VANGUARD MID-CAP GROWTH ETFVOT—78,435 3.4K4.74%
VANGUARD DIVIDEND APPREC ETFVIG—79,591 0.8K3.81%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—75,799$9.6K3.42%
APPLE INCAAPLTechnology66,027$8.2K2.90%
VANGUARD MID-CAP VALUE INDEX FUNDVOE—50,991$6.2K2.20%
UNITEDHEALTH GROUP INCUNHHealthcare11,697$5.9K2.09%
ISHARES RUSSELL 1000 GROWTH ETFIWF—24,962$5.3K1.86%
AMAZON.COM INCAMZNEquity45,526$5.1K1.82%
MICROSOFT CORPMSFTTechnology18,412$4.3K1.52%
ISHARES S&P 500 GROWTH ETFIVW—64,719$3.7K1.33%
SPDR S&P 500 ETF TRUSTSPY—10,189$3.6K1.29%
JOHNSON & JOHNSONJNJHealthcare21,070$3.4K1.22%
SCHWAB STRATEGIC TR——161,174$3.2K1.14%
ALPHABET INCGOOGEquity31,369$3.0K1.07%
LOWES COMPANIES INCLOWConsumer Cyclical14,624$2.7K0.97%
VANGUARD VALUE INDEX FUNDVTV—21,619$2.7K0.95%
CVS HEALTH CORPCVSHealthcare26,676$2.5K0.90%
VANGUARD GROWTH INDEX FUNDVUG—11,528$2.5K0.87%
COCA COLA COKOConsumer Defensive43,200$2.4K0.86%
FLEXSHARES QUALITY DIVIDEND INDEX FUNDQDF—51,067$2.4K0.86%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—19,554$2.3K0.82%
ISHARES RUSSELL 1000 VALUE ETFIWD—16,404$2.2K0.79%
SYSCO CORPSYYConsumer Defensive31,439$2.2K0.79%