WSFS
Wilmington Savings Fund Society Portfolio holdings
AUM
$6.02B
1-Year Est. Return
14.26%
1 Year Est. Return
+14.26%
AUM
$5.62B
AUM Growth
+$269M
(+5%)
Holding
2,165
Top Buys
| 1 | +$27M | |
| 2 | +$21.4M | |
| 3 | +$20.2M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$19.1M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$8.75M |
Top Sells
| 1 | +$17.6M | |
| 2 | +$17.3M | |
| 3 | +$15.2M | |
| 4 |
Becton Dickinson
BDX
|
+$14M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$9.84M |
Sector Composition
| 1 | Technology | 15.39% |
| 2 | Healthcare | 12.94% |
| 3 | Communication Services | 9.5% |
| 4 | Financials | 9.08% |
| 5 | Industrials | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Russell 2000 ETF
IWM
$69.3B
| $24.4M | 0.43% |
113,196
-5,778
|
|
||
52
Meta Platforms (Facebook)
META
$1.57T
| $24M | 0.43% |
32,460
+3,241
|
|
||
53
iShares Russell 1000 Growth ETF
IWF
$123B
| $23.8M | 0.42% |
56,078
-2,812
|
|
||
54
IBM
IBM
$286B
| $23.4M | 0.42% |
79,496
-6,556
|
|
||
55
Merck
MRK
$214B
| $22.2M | 0.39% |
280,292
-13,849
|
|
||
56
Home Depot
HD
$369B
| $21.9M | 0.39% |
59,663
-4,147
|
|
||
57
McDonald's
MCD
$213B
| $21.3M | 0.38% |
72,836
-3,321
|
|
||
58
Johnson Controls International
JCI
$80B
| $21M | 0.37% |
198,924
-2,188
|
|
||
59
Chevron
CVX
$310B
| $20.7M | 0.37% |
144,730
-8,446
|
|
||
60
Broadcom
AVGO
$1.65T
| $20.4M | 0.36% |
74,165
+518
|
|
||
61
Intuit
INTU
$181B
| $19.4M | 0.35% |
24,640
-475
|
|
||
62
SPDR Gold Trust
GLD
$128B
| $19.1M | 0.34% |
62,665
+2,212
|
|
||
63
Thermo Fisher Scientific
TMO
$215B
| $19.1M | 0.34% |
47,065
-1,942
|
|
||
64
Hershey
HSY
$34.6B
| $18.1M | 0.32% |
109,007
-4,221
|
|
||
65
Verizon
VZ
$169B
| $18M | 0.32% |
415,464
+9,120
|
|
||
66
SPDR S&P International Small Cap ETF
GWX
$911M
| $17.7M | 0.32% |
476,677
-36,707
|
|
||
67
Corning
GLW
$73.3B
| $17.1M | 0.3% |
324,236
-18,870
|
|
||
68
Lowe's Companies
LOW
$131B
| $16.6M | 0.3% |
74,860
-2,174
|
|
||
69
Stryker
SYK
$136B
| $16.4M | 0.29% |
41,496
-1,007
|
|
||
70
RTX Corp
RTX
$237B
| $16.3M | 0.29% |
111,327
-7,981
|
|
||
71
Vanguard Information Technology ETF
VGT
$110B
| $16.1M | 0.29% |
24,231
-495
|
|
||
72
Amgen
AMGN
$172B
| $16M | 0.28% |
57,203
-3,152
|
|
||
73
Sysco
SYY
$36B
| $15.2M | 0.27% |
200,842
-2,824
|
|
||
74
Aflac
AFL
$59.8B
| $15.2M | 0.27% |
143,824
-4,690
|
|
||
75
KLA
KLAC
$157B
| $15.1M | 0.27% |
16,894
-1,098
|
|