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
$193M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.42M
3 +$1.86M
4
MRNA icon
Moderna
MRNA
+$818K
5
JNJ icon
Johnson & Johnson
JNJ
+$719K

Top Sells

1 +$1.22M
2 +$880K
3 +$499K
4
KLAC icon
KLA
KLAC
+$490K
5
CTAS icon
Cintas
CTAS
+$379K

Sector Composition

1 Technology 39.63%
2 Healthcare 22.15%
3 Energy 10.62%
4 Consumer Discretionary 7.31%
5 Industrials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,428
252
-4,013
253
-705
254
-416