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
101
$400K 0.17%
1,827
-49
102
$399K 0.17%
14,784
+90
103
$398K 0.17%
2,982
-75
104
$387K 0.17%
10,976
-182
105
$385K 0.17%
3,945
-153
106
$381K 0.16%
3,392
-129
107
$374K 0.16%
2,603
-131
108
$372K 0.16%
+4,536
109
$372K 0.16%
12,663
-253
110
$369K 0.16%
1,109
-22
111
$358K 0.15%
12,964
+1,620
112
$357K 0.15%
11,268
-519
113
$348K 0.15%
2,694
-10
114
$346K 0.15%
3,291
-178
115
$344K 0.15%
630
-18
116
$342K 0.15%
21,647
+2,705
117
$340K 0.15%
1,019
-9
118
$339K 0.15%
2,715
+45
119
$338K 0.15%
11,699
-582
120
$337K 0.15%
3,313
-55
121
$335K 0.14%
4,268
+1
122
$334K 0.14%
2,087
+120
123
$327K 0.14%
944
-26
124
$325K 0.14%
9,217
-607
125
$325K 0.14%
6,905
-205
3 4
5
6 7