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
$602M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.63M
3
+$2.99M
4
EOG icon
EOG Resources
EOG
+$1.77M
5
TSM icon
TSMC
TSM
+$1.58M

Top Sells

1
+$3.28M
2
+$2.64M
3
+$1.36M
4
PCAR icon
PACCAR
PCAR
+$1.23M
5
APTV icon
Aptiv
APTV
+$476K

Sector Composition

1 Technology 46.85%
2 Communication Services 14.46%
3 Healthcare 10.86%
4 Consumer Discretionary 7.64%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-4,461
227
– –
-2,510
228
– –
-1,722
229
– –
-13,574
6 7 8 9
10