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
51
$566K 0.35%
2,537
-3
52
$538K 0.33%
4,270
-417
53
$534K 0.33%
14,943
-1,527
54
$511K 0.32%
6,204
-624
55
$509K 0.31%
1,594
-191
56
$506K 0.31%
1,550
-216
57
$506K 0.31%
+6,728
58
$503K 0.31%
6,319
-705
59
$498K 0.31%
8,347
-1,091
60
$495K 0.31%
1,630
-155
61
$475K 0.29%
10,482
-1,009
62
$475K 0.29%
5,780
-1,457
63
$463K 0.29%
4,356
-448
64
$458K 0.28%
5,900
-652
65
$453K 0.28%
15,468
-1,755
66
$440K 0.27%
10,440
-1,320
67
$431K 0.27%
2,870
-364
68
$420K 0.26%
7,750
-839
69
$414K 0.26%
20,223
+1,223
70
$413K 0.25%
5,040
-458
71
$402K 0.25%
7,793
-875
72
$400K 0.25%
2,328
-265
73
$393K 0.24%
3,449
-341
74
$390K 0.24%
3,443
-395
75
$388K 0.24%
7,036
-897
1 2
3
4 5