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
51
$1.12M 0.37%
2,446
+244
52
$1.08M 0.35%
9,554
+662
53
$1.03M 0.34%
2,253
+275
54
$1.03M 0.33%
4,377
+469
55
$1.02M 0.33%
6,736
+353
56
$995K 0.32%
3,512
+345
57
$973K 0.32%
3,672
+292
58
$921K 0.3%
2,117
+166
59
$883K 0.29%
7,345
+730
60
$868K 0.28%
29,813
+2,484
61
$861K 0.28%
8,915
+683
62
$845K 0.27%
3,682
+377
63
$832K 0.27%
4,162
+457
64
$816K 0.27%
10,421
+976
65
$808K 0.26%
1,668
+150
66
$795K 0.26%
5,608
+424
67
$742K 0.24%
13,705
+1,313
68
$727K 0.24%
13,173
+1,192
69
$723K 0.24%
3,561
+310
70
$721K 0.23%
11,110
+1,069
71
$705K 0.23%
3,409
+234
72
$686K 0.22%
8,068
+676
73
$680K 0.22%
4,445
+449
74
$673K 0.22%
1,746
+143
75
$659K 0.21%
5,484
+500
1 2
3
4 5