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
51
$774K 0.33%
24,408
-223
52
$763K 0.33%
7,642
+120
53
$750K 0.32%
1,942
+30
54
$746K 0.32%
18,229
+235
55
$735K 0.32%
8,367
-128
56
$733K 0.32%
3,491
+29
57
$719K 0.31%
2,916
-11
58
$690K 0.3%
4,946
-32
59
$660K 0.29%
7,977
+88
60
$655K 0.28%
4,266
-286
61
$641K 0.28%
7,351
-215
62
$638K 0.28%
10,216
-77
63
$625K 0.27%
1,756
-44
64
$625K 0.27%
2,735
-352
65
$619K 0.27%
3,029
-86
66
$608K 0.26%
8,040
-138
67
$607K 0.26%
5,983
-134
68
$595K 0.26%
1,350
-9
69
$582K 0.25%
2,797
-5
70
$560K 0.24%
7,033
+22
71
$553K 0.24%
3,004
+70
72
$552K 0.24%
9,154
-67
73
$542K 0.23%
+8,148
74
$539K 0.23%
4,107
-54
75
$527K 0.23%
1,447
+14
1 2
3
4 5