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
$307M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.55M
3
+$3.29M
4
TXN icon
Texas Instruments
TXN
+$2.3M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$1.17M
2
+$653K
3
+$515K
4
EBAY icon
eBay
EBAY
+$346K
5
SU icon
Suncor Energy
SU
+$258K

Sector Composition

1 Technology 41.38%
2 Healthcare 15.91%
3 Communication Services 11.5%
4 Consumer Discretionary 8.54%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 0.75%
+14,455
27
$2.29M 0.75%
19,125
+1,773
28
$1.96M 0.64%
17,634
+1,505
29
$1.92M 0.63%
33,146
+3,242
30
$1.92M 0.63%
13,878
+1,632
31
$1.8M 0.58%
18,790
+1,877
32
$1.77M 0.58%
11,357
+886
33
$1.69M 0.55%
30,744
+2,431
34
$1.64M 0.53%
14,619
+1,471
35
$1.63M 0.53%
20,861
+1,877
36
$1.62M 0.53%
18,172
+1,464
37
$1.57M 0.51%
6,535
+582
38
$1.52M 0.49%
5,563
+449
39
$1.49M 0.48%
21,398
+1,894
40
$1.48M 0.48%
19,808
+1,774
41
$1.42M 0.46%
30,782
+2,797
42
$1.4M 0.45%
7,981
+672
43
$1.39M 0.45%
22,120
+2,760
44
$1.34M 0.44%
1,628
+143
45
$1.33M 0.43%
22,745
+2,275
46
$1.19M 0.39%
17,550
+1,523
47
$1.19M 0.39%
9,376
+1,027
48
$1.19M 0.39%
22,468
+1,755
49
$1.15M 0.37%
4,446
+409
50
$1.13M 0.37%
9,664
+1,046
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