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
$602M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.63M
3
+$2.99M
4
EOG icon
EOG Resources
EOG
+$1.77M
5
TSM icon
TSMC
TSM
+$1.58M

Top Sells

1
+$3.28M
2
+$2.64M
3
+$1.36M
4
PCAR icon
PACCAR
PCAR
+$1.23M
5
APTV icon
Aptiv
APTV
+$476K

Sector Composition

1 Technology 46.85%
2 Communication Services 14.46%
3 Healthcare 10.86%
4 Consumer Discretionary 7.64%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.32%
3,339
+189
52
$1.89M 0.31%
22,427
-4,350
53
$1.83M 0.3%
3,768
+74
54
$1.8M 0.3%
13,920
+498
55
$1.77M 0.29%
14,265
+645
56
$1.77M 0.29%
+14,403
57
$1.76M 0.29%
7,872
+225
58
$1.7M 0.28%
7,481
+459
59
$1.65M 0.27%
5,849
+351
60
$1.62M 0.27%
5,627
+236
61
$1.62M 0.27%
5,482
+251
62
$1.48M 0.25%
+6,318
63
$1.44M 0.24%
7,879
-518
64
$1.39M 0.23%
2,680
+87
65
$1.39M 0.23%
20,359
-15
66
$1.34M 0.22%
35,022
+319
67
$1.33M 0.22%
6,386
+173
68
$1.3M 0.22%
16,498
+289
69
$1.29M 0.21%
8,502
+513
70
$1.22M 0.2%
3,512
+194
71
$1.2M 0.2%
+54,651
72
$1.16M 0.19%
10,224
+65
73
$1.16M 0.19%
8,315
-238
74
$1.15M 0.19%
3,646
+120
75
$1.14M 0.19%
15,462
+945
1 2
3
4 5