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
$356M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.95M
3
+$2.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.05M
5
TSLA icon
Tesla
TSLA
+$810K

Top Sells

1
+$4.9M
2
+$2.88M
3
+$1.63M
4
NXPI icon
NXP Semiconductors
NXPI
+$832K
5
TT icon
Trane Technologies
TT
+$723K

Sector Composition

1 Technology 44.27%
2 Healthcare 14.62%
3 Communication Services 11.71%
4 Energy 6.99%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.59M 0.73%
11,175
-314
27
$2.46M 0.69%
+3,476
28
$2.38M 0.67%
20,466
+1,341
29
$2.31M 0.65%
14,274
+396
30
$2.21M 0.62%
20,316
+1,526
31
$2.08M 0.58%
15,606
+987
32
$2.05M 0.57%
33,277
+2,495
33
$1.94M 0.55%
12,368
+1,011
34
$1.85M 0.52%
19,672
+1,500
35
$1.82M 0.51%
6,068
+505
36
$1.76M 0.49%
34,373
+1,227
37
$1.74M 0.49%
22,270
+150
38
$1.71M 0.48%
21,142
+1,334
39
$1.69M 0.47%
8,507
+526
40
$1.68M 0.47%
23,229
+1,831
41
$1.65M 0.46%
7,064
+529
42
$1.59M 0.45%
18,668
+1,118
43
$1.54M 0.43%
10,462
+798
44
$1.53M 0.43%
1,747
+119
45
$1.42M 0.4%
24,608
+2,140
46
$1.36M 0.38%
2,339
+86
47
$1.36M 0.38%
10,209
+655
48
$1.33M 0.37%
2,592
+146
49
$1.27M 0.36%
24,337
+1,592
50
$1.24M 0.35%
4,564
+187
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