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
26
$1.84M 0.79%
9,478
+14
27
$1.82M 0.79%
14,299
-246
28
$1.74M 0.75%
53,345
+291
29
$1.56M 0.67%
15,727
-457
30
$1.47M 0.63%
11,766
-549
31
$1.37M 0.59%
17,041
-269
32
$1.34M 0.58%
28,052
+3,505
33
$1.32M 0.57%
10,731
-170
34
$1.28M 0.55%
6,482
-32
35
$1.27M 0.55%
+4,465
36
$1.23M 0.53%
17,578
+100
37
$1.2M 0.52%
27,445
+3,430
38
$1.17M 0.51%
14,929
+36
39
$1.09M 0.47%
1,331
+7
40
$1.08M 0.47%
+7,433
41
$917K 0.4%
18,326
42
$908K 0.39%
17,120
-450
43
$894K 0.39%
18,208
-149
44
$894K 0.39%
3,610
-16
45
$871K 0.38%
5,083
-81
46
$854K 0.37%
7,552
+53
47
$851K 0.37%
7,426
-145
48
$830K 0.36%
13,751
-60
49
$825K 0.36%
2,874
+37
50
$781K 0.34%
5,795
-287
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