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
$356M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.95M
3
+$2.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.05M
5
TSLA icon
Tesla
TSLA
+$810K

Top Sells

1
+$4.9M
2
+$2.88M
3
+$1.63M
4
NXPI icon
NXP Semiconductors
NXPI
+$832K
5
TT icon
Trane Technologies
TT
+$723K

Sector Composition

1 Technology 44.27%
2 Healthcare 14.62%
3 Communication Services 11.71%
4 Energy 6.99%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$739K 0.21%
4,244
+88
77
$701K 0.2%
11,732
+622
78
$693K 0.19%
4,987
+461
79
$686K 0.19%
4,756
+311
80
$681K 0.19%
3,362
+260
81
$663K 0.19%
12,081
+944
82
$658K 0.18%
9,117
+562
83
$632K 0.18%
4,620
+257
84
$631K 0.18%
19,498
+1,708
85
$629K 0.18%
5,377
+161
86
$623K 0.17%
4,320
+180
87
$622K 0.17%
751
+53
88
$622K 0.17%
2,405
+146
89
$615K 0.17%
7,361
+371
90
$608K 0.17%
1,959
+151
91
$603K 0.17%
7,836
+602
92
$599K 0.17%
4,006
+327
93
$591K 0.17%
17,298
+1,155
94
$590K 0.17%
1,308
+87
95
$584K 0.16%
12,181
+1,061
96
$579K 0.16%
2,416
+187
97
$576K 0.16%
7,248
+680
98
$571K 0.16%
4,522
+425
99
$569K 0.16%
17,296
+1,630
100
$567K 0.16%
2,759
+247
2 3
4
5 6