WI

Wahed Invest Portfolio holdings

AUM $656M
1-Year Est. Return 15.82%
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$3.94M
3
+$819K
4
JD icon
JD.com
JD
+$632K
5
TSM icon
TSMC
TSM
+$590K

Top Sells

1
+$2.58M
2
+$1.31M
3
+$692K
4
JNJ icon
Johnson & Johnson
JNJ
+$538K
5
TSLA icon
Tesla
TSLA
+$523K

Sector Composition

1 Technology 42.87%
2 Healthcare 21.62%
3 Energy 8.02%
4 Consumer Discretionary 7.67%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64K 0.04%
+4,589
227
$64K 0.04%
+2,274
228
$64K 0.04%
+4,127
229
$63K 0.04%
+1,011
230
$63K 0.04%
+505
231
$61K 0.04%
+1,473
232
$49K 0.03%
+1,128
233
$49K 0.03%
+1,487
234
$45K 0.03%
+959
235
$44K 0.03%
+1,507
236
$35K 0.02%
+757
237
$34K 0.02%
+349
238
$31K 0.02%
+872
239
$29K 0.02%
+3,182
240
$27K 0.02%
+665
241
$25K 0.02%
+222
242
$20K 0.01%
+1,290
243
$15K 0.01%
+608
244
$15K 0.01%
+62
245
$9K 0.01%
+165
246
$4K ﹤0.01%
+220
247
– –
-243
248
– –
-5,918
249
– –
-2,943
250
– –
-2,352
7 8 9
10
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