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
76
$523K 0.23%
8,689
-257
77
$519K 0.22%
3,759
-44
78
$514K 0.22%
1,849
+34
79
$506K 0.22%
3,274
+3
80
$505K 0.22%
9,346
+50
81
$499K 0.22%
10,906
+134
82
$499K 0.22%
9,100
+86
83
$481K 0.21%
3,638
-21
84
$478K 0.21%
6,525
85
$473K 0.2%
9,646
-350
86
$471K 0.2%
10,875
-266
87
$471K 0.2%
4,109
-25
88
$468K 0.2%
2,069
-56
89
$456K 0.2%
5,537
+85
90
$455K 0.2%
4,286
-45
91
$438K 0.19%
2,568
+20
92
$427K 0.18%
8,444
-82
93
$427K 0.18%
5,950
-464
94
$426K 0.18%
5,540
+690
95
$423K 0.18%
1,770
-40
96
$421K 0.18%
1,435
-56
97
$420K 0.18%
3,488
-65
98
$420K 0.18%
3,563
+445
99
$411K 0.18%
10,942
+86
100
$404K 0.17%
587
+10
2 3
4
5 6