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
76
$657K 0.21%
9,487
+928
77
$650K 0.21%
4,156
+536
78
$650K 0.21%
6,990
+694
79
$645K 0.21%
8,555
+807
80
$635K 0.21%
3,102
+264
81
$628K 0.2%
5,080
+539
82
$626K 0.2%
11,815
+1,058
83
$592K 0.19%
5,241
+391
84
$591K 0.19%
13,705
+1,353
85
$581K 0.19%
2,259
+195
86
$574K 0.19%
11,137
+853
87
$572K 0.19%
10,747
+820
88
$570K 0.19%
16,143
+1,732
89
$569K 0.19%
14,056
+1,104
90
$569K 0.19%
5,216
+485
91
$569K 0.19%
11,120
+682
92
$568K 0.18%
3,411
+286
93
$540K 0.18%
7,234
+538
94
$537K 0.17%
4,995
+558
95
$525K 0.17%
4,363
+418
96
$517K 0.17%
1,808
+147
97
$513K 0.17%
3,552
+303
98
$509K 0.17%
2,229
+179
99
$509K 0.17%
15,666
+1,544
100
$505K 0.16%
4,526
+274
2 3
4
5 6