WSFS
Wilmington Savings Fund Society Portfolio holdings
AUM
$5.62B
1-Year Return
14.88%
This Quarter Return
+0.13%
1 Year Return
+14.88%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$5.56B
AUM Growth
-$15M
(-0.27%)
Cap. Flow
+$52.2M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
31.76%
Holding
2,183
New
113
Increased
519
Reduced
614
Closed
91
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$36.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$19.4M |
| 3 |
Microsoft
MSFT
|
$10.5M |
| 4 |
SNRE
Sunrise Communications AG American Depositary Shares representing Class A shares
SNRE
|
$8.75M |
| 5 |
Intuitive Surgical
ISRG
|
$4.53M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$44.6M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$10.1M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$9.18M |
| 4 |
Reddit
RDDT
|
$6.16M |
| 5 |
Masimo
MASI
|
$5.84M |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Healthcare | 13.64% |
| 3 | Communication Services | 9.84% |
| 4 | Financials | 9% |
| 5 | Industrials | 5.55% |
