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
$162M
AUM Growth
-$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$3.94M
3
+$819K
4
JD icon
JD.com
JD
+$632K
5
TSM icon
TSMC
TSM
+$590K

Top Sells

1
+$2.58M
2
+$1.31M
3
+$692K
4
JNJ icon
Johnson & Johnson
JNJ
+$538K
5
TSLA icon
Tesla
TSLA
+$523K

Sector Composition

1 Technology 42.87%
2 Healthcare 21.62%
3 Energy 8.02%
4 Consumer Discretionary 7.67%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$297K 0.18%
2,841
-364
102
$291K 0.18%
1,506
-183
103
$291K 0.18%
7,672
-772
104
$288K 0.18%
2,520
-265
105
$279K 0.17%
2,178
-228
106
$278K 0.17%
9,639
+967
107
$264K 0.16%
7,961
-855
108
$258K 0.16%
17,648
+2,276
109
$254K 0.16%
1,217
-151
110
$254K 0.16%
8,076
-878
111
$251K 0.15%
1,730
-229
112
$250K 0.15%
+5,990
113
$249K 0.15%
2,800
-375
114
$247K 0.15%
9,108
-728
115
$247K 0.15%
1,240
-126
116
$240K 0.15%
2,595
-253
117
$240K 0.15%
2,747
-310
118
$239K 0.15%
790
-75
119
$236K 0.15%
2,242
-214
120
$233K 0.14%
4,638
-343
121
$232K 0.14%
1,151
-125
122
$231K 0.14%
5,970
-705
123
$229K 0.14%
3,453
-412
124
$229K 0.14%
1,892
-233
125
$225K 0.14%
1,593
-154
3 4
5
6 7