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
26
$1.31M 0.81%
17,152
-2,088
27
$1.29M 0.79%
13,894
-1,607
28
$1.28M 0.79%
14,307
-1,505
29
$1.24M 0.77%
13,851
-1,688
30
$930K 0.57%
7,906
-774
31
$918K 0.57%
14,790
-1,439
32
$847K 0.52%
9,312
-1,127
33
$819K 0.51%
+13,252
34
$816K 0.5%
5,587
-588
35
$786K 0.49%
7,263
-762
36
$769K 0.47%
3,829
-343
37
$748K 0.46%
3,036
-409
38
$748K 0.46%
3,761
-345
39
$702K 0.43%
12,568
-1,478
40
$691K 0.43%
6,257
-609
41
$660K 0.41%
11,937
-1,257
42
$656K 0.41%
1,109
-95
43
$632K 0.39%
14,820
-1,740
44
$628K 0.39%
6,608
-667
45
$619K 0.38%
2,429
-266
46
$582K 0.36%
2,568
-319
47
$578K 0.36%
2,544
-273
48
$570K 0.35%
2,369
-234
49
$569K 0.35%
15,274
-1,429
50
$566K 0.35%
+6,367
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