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
$231M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.96M
3
+$3.1M
4
SYK icon
Stryker
SYK
+$1.27M
5
TMUS icon
T-Mobile US
TMUS
+$1.08M

Top Sells

1
+$1.59M
2
+$1.21M
3
+$380K
4
MSFT icon
Microsoft
MSFT
+$342K
5
AAPL icon
Apple
AAPL
+$249K

Sector Composition

1 Technology 40.56%
2 Healthcare 17.05%
3 Communication Services 10.1%
4 Energy 8.3%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.3K 0.03%
995
-142
227
$68.5K 0.03%
684
-3
228
$49.4K 0.02%
426
-5
229
$48K 0.02%
665
-153
230
$47K 0.02%
1,063
+16
231
$36.3K 0.02%
909
-2
232
$28.9K 0.01%
1,473
+145
233
$26.6K 0.01%
1,529
+22
234
$18.1K 0.01%
220
-9
235
$16.9K 0.01%
199
236
$13.5K 0.01%
+1,680
237
– –
-6,245
238
– –
-6,640
239
– –
-17,035
240
– –
-7,208
241
– –
-1,193
242
– –
-4,548
243
– –
-4,820
244
– –
-1,594
245
– –
-1,979
246
– –
-776
247
– –
-1,319
248
– –
-2,313
249
– –
-1,379
6 7 8 9
10