Wsfs Capital Management, Llc Buys iShares Core S&P 500, Vanguard Div Appreciation, Vanguard Value, Sells Regeneron Pharmaceuticals Inc, iShares S&P Mid-Cap 400 Growth, UnitedHealth Group Inc

Investment company Wsfs Capital Management, Llc buys iShares Core S&P 500, Vanguard Div Appreciation, Vanguard Value, Vanguard S&P 500, iShares MSCI EAFE Value, RiverNorth/DoubleLine Strategic Opportunity Fund I, Public Service Enterprise Group Inc, Procter & Gamble Co, Pfizer Inc, Amazon.com Inc, sells Regeneron Pharmaceuticals Inc, iShares S&P Mid-Cap 400 Growth, UnitedHealth Group Inc, iShares MSCI EAFE Growth, Aralez Pharmaceuticals Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Wsfs Capital Management, Llc. As of 2018-03-31, Wsfs Capital Management, Llc owns 79 stocks with a total value of $106 million. These are the details of the buys and sells.

For the details of WSFS CAPITAL MANAGEMENT, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=WSFS+CAPITAL+MANAGEMENT%2C+LLC

These are the top 5 holdings of WSFS CAPITAL MANAGEMENT, LLC
  1. iShares Core S&P 500 (IVV) - 112,467 shares, 28.04% of the total portfolio. Shares added by 89.52%
  2. Vanguard Div Appreciation (VIG) - 126,391 shares, 12% of the total portfolio. New Position
  3. Vanguard Mid-Cap Growth (VOT) - 89,099 shares, 10.85% of the total portfolio. Shares reduced by 2.96%
  4. SPDR S&P 500 (SPY) - 16,675 shares, 4.12% of the total portfolio. Shares added by 9.32%
  5. Vanguard Growth (VUG) - 18,661 shares, 2.49% of the total portfolio. Shares reduced by 0.9%
New Purchase: Vanguard Div Appreciation (VIG)

Wsfs Capital Management, Llc initiated holding in Vanguard Div Appreciation. The purchase prices were between $98.22 and $108.85, with an estimated average price of $103.66. The stock is now traded at around $101.90. The impact to a portfolio due to this purchase was 12%. The holding were 126,391 shares as of 2018-03-31.

New Purchase: Vanguard Value (VTV)

Wsfs Capital Management, Llc initiated holding in Vanguard Value. The purchase prices were between $100.47 and $113.26, with an estimated average price of $107.33. The stock is now traded at around $105.61. The impact to a portfolio due to this purchase was 2.19%. The holding were 22,562 shares as of 2018-03-31.

New Purchase: Vanguard S&P 500 (VOO)

Wsfs Capital Management, Llc initiated holding in Vanguard S&P 500. The purchase prices were between $236.79 and $263.36, with an estimated average price of $250.84. The stock is now traded at around $250.86. The impact to a portfolio due to this purchase was 1.42%. The holding were 6,253 shares as of 2018-03-31.

New Purchase: iShares MSCI EAFE Value (EFV)

Wsfs Capital Management, Llc initiated holding in iShares MSCI EAFE Value. The purchase prices were between $53.17 and $59.57, with an estimated average price of $56.15. The stock is now traded at around $56.37. The impact to a portfolio due to this purchase was 1.31%. The holding were 25,501 shares as of 2018-03-31.

New Purchase: RiverNorth/DoubleLine Strategic Opportunity Fund I (OPP)

Wsfs Capital Management, Llc initiated holding in RiverNorth/DoubleLine Strategic Opportunity Fund I. The purchase prices were between $17.64 and $18.49, with an estimated average price of $18.04. The stock is now traded at around $17.71. The impact to a portfolio due to this purchase was 0.76%. The holding were 45,691 shares as of 2018-03-31.

New Purchase: Public Service Enterprise Group Inc (PEG)

Wsfs Capital Management, Llc initiated holding in Public Service Enterprise Group Inc. The purchase prices were between $46.38 and $51.87, with an estimated average price of $49.09. The stock is now traded at around $51.22. The impact to a portfolio due to this purchase was 0.45%. The holding were 9,567 shares as of 2018-03-31.

Added: iShares Core S&P 500 (IVV)

Wsfs Capital Management, Llc added to a holding in iShares Core S&P 500 by 89.52%. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $274.99. The impact to a portfolio due to this purchase was 13.24%. The holding were 112,467 shares as of 2018-03-31.

Added: Rivernorth Opportunities Fund Inc (RIV)

Wsfs Capital Management, Llc added to a holding in Rivernorth Opportunities Fund Inc by 23.16%. The purchase prices were between $20.21 and $21.16, with an estimated average price of $20.69. The stock is now traded at around $21.20. The impact to a portfolio due to this purchase was 0.27%. The holding were 74,145 shares as of 2018-03-31.

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Wsfs Capital Management, Llc added to a holding in iShares 1-3 Year Treasury Bond ETF by 60.29%. The purchase prices were between $83.38 and $83.82, with an estimated average price of $83.56. The stock is now traded at around $83.17. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,815 shares as of 2018-03-31.

Added: iShares MSCI EAFE (EFA)

Wsfs Capital Management, Llc added to a holding in iShares MSCI EAFE by 23.08%. The purchase prices were between $67.94 and $75.25, with an estimated average price of $71.31. The stock is now traded at around $71.85. The impact to a portfolio due to this purchase was 0.09%. The holding were 7,018 shares as of 2018-03-31.

Added: iShares Russell 2000 (IWM)

Wsfs Capital Management, Llc added to a holding in iShares Russell 2000 by 38.51%. The purchase prices were between $145.44 and $159.96, with an estimated average price of $154.44. The stock is now traded at around $160.08. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,104 shares as of 2018-03-31.

Added: iShares MSCI Emerging Index Fund (EEM)

Wsfs Capital Management, Llc added to a holding in iShares MSCI Emerging Index Fund by 28.55%. The purchase prices were between $45.69 and $52.08, with an estimated average price of $49.03. The stock is now traded at around $47.55. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,574 shares as of 2018-03-31.

Sold Out: Regeneron Pharmaceuticals Inc (REGN)

Wsfs Capital Management, Llc sold out a holding in Regeneron Pharmaceuticals Inc. The sale prices were between $315.82 and $393.78, with an estimated average price of $347.81.

Sold Out: UnitedHealth Group Inc (UNH)

Wsfs Capital Management, Llc sold out a holding in UnitedHealth Group Inc. The sale prices were between $212.55 and $248.47, with an estimated average price of $228.4.

Sold Out: Aralez Pharmaceuticals Inc (ARLZ)

Wsfs Capital Management, Llc sold out a holding in Aralez Pharmaceuticals Inc. The sale prices were between $1.38 and $2.02, with an estimated average price of $1.75.

Sold Out: Dominion Energy Inc (D)

Wsfs Capital Management, Llc sold out a holding in Dominion Energy Inc. The sale prices were between $67.3 and $80.28, with an estimated average price of $73.84.

Sold Out: iShares U.S. Preferred Stock ETF (PFF)

Wsfs Capital Management, Llc sold out a holding in iShares U.S. Preferred Stock ETF. The sale prices were between $36.79 and $38.19, with an estimated average price of $37.53.

Sold Out: MetLife Inc (MET)

Wsfs Capital Management, Llc sold out a holding in MetLife Inc. The sale prices were between $44.08 and $54.77, with an estimated average price of $48.52.



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