WSFS

Wilmington Savings Fund Society Portfolio holdings

AUM $4.26B
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.62B
AUM Growth
+$269M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,165
New
Increased
Reduced
Closed

Top Buys

1 +$25.8M
2 +$20.1M
3 +$18.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.7M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$8.22M

Sector Composition

1 Technology 15.39%
2 Healthcare 12.94%
3 Communication Services 9.5%
4 Financials 9.09%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$5.51K ﹤0.01%
+160
1752
$5.37K ﹤0.01%
413
1753
$5.35K ﹤0.01%
91
1754
$5.32K ﹤0.01%
800
1755
$5.25K ﹤0.01%
160
1756
$5.24K ﹤0.01%
153
1757
$5.24K ﹤0.01%
730
1758
$5.16K ﹤0.01%
194
1759
$5.14K ﹤0.01%
120
1760
$5.13K ﹤0.01%
2,078
1761
$5.09K ﹤0.01%
104
-5
1762
$5.01K ﹤0.01%
46
1763
$4.94K ﹤0.01%
655
-21
1764
$4.91K ﹤0.01%
352
1765
$4.9K ﹤0.01%
381
1766
$4.82K ﹤0.01%
97
1767
$4.73K ﹤0.01%
189
1768
$4.69K ﹤0.01%
415
1769
$4.68K ﹤0.01%
388
1770
$4.65K ﹤0.01%
106
1771
$4.63K ﹤0.01%
413
1772
$4.63K ﹤0.01%
+156
1773
$4.61K ﹤0.01%
146
1774
$4.58K ﹤0.01%
1,117
1775
$4.54K ﹤0.01%
400