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
$180M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$9.95M
3
+$5.43M
4
PG icon
Procter & Gamble
PG
+$4.72M
5
PFE icon
Pfizer
PFE
+$3.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.75%
2 Healthcare 23.06%
3 Consumer Discretionary 9.64%
4 Industrials 8.31%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.82%
+8,804
27
$1.44M 0.8%
+10,799
28
$1.27M 0.7%
+13,605
29
$1.23M 0.68%
+8,288
30
$1.19M 0.66%
+16,570
31
$1.13M 0.63%
+6,429
32
$1.13M 0.63%
+15,641
33
$1.12M 0.62%
+4,178
34
$1.11M 0.62%
+16,711
35
$1.1M 0.61%
+14,452
36
$1.01M 0.56%
+2,741
37
$959K 0.53%
+7,403
38
$864K 0.48%
+2,902
39
$860K 0.48%
+3,503
40
$839K 0.47%
+9,593
41
$829K 0.46%
+19,761
42
$824K 0.46%
+4,768
43
$805K 0.45%
+2,646
44
$762K 0.42%
+1,772
45
$759K 0.42%
+2,936
46
$757K 0.42%
+1,199
47
$741K 0.41%
+2,636
48
$727K 0.4%
+17,425
49
$722K 0.4%
+16,997
50
$719K 0.4%
+3,155
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