WI

Wahed Invest Portfolio holdings

AUM $732M
1-Year Est. Return 25.54%
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.88M
3
+$3.23M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.72M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$4.77M
2
+$3.07M
3
+$1.76M
4
FANG icon
Diamondback Energy
FANG
+$774K
5
VALE icon
Vale
VALE
+$476K

Sector Composition

1 Technology 44.3%
2 Communication Services 14.54%
3 Healthcare 12.44%
4 Energy 6.6%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.34%
30,534
-427
52
$1.87M 0.32%
14,547
+144
53
$1.82M 0.32%
8,870
+991
54
$1.79M 0.31%
7,034
+235
55
$1.73M 0.3%
7,548
+67
56
$1.72M 0.3%
4,012
+244
57
$1.72M 0.3%
+2,712
58
$1.67M 0.29%
5,682
+55
59
$1.65M 0.29%
2,796
+116
60
$1.63M 0.28%
14,898
+633
61
$1.62M 0.28%
6,377
+59
62
$1.55M 0.27%
+17,574
63
$1.52M 0.26%
36,478
+1,456
64
$1.47M 0.25%
5,621
+139
65
$1.44M 0.25%
12,152
+1,327
66
$1.42M 0.25%
29,423
+2,000
67
$1.39M 0.24%
21,973
+1,614
68
$1.39M 0.24%
17,325
+827
69
$1.39M 0.24%
5,683
-166
70
$1.37M 0.24%
22,288
+2,789
71
$1.3M 0.23%
10,539
+315
72
$1.24M 0.21%
4,466
+191
73
$1.24M 0.21%
+8,660
74
$1.24M 0.21%
6,523
+137
75
$1.23M 0.21%
8,422
+107
1 2
3
4 5