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
$180M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$9.95M
3
+$5.43M
4
PG icon
Procter & Gamble
PG
+$4.72M
5
PFE icon
Pfizer
PFE
+$3.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.75%
2 Healthcare 23.06%
3 Consumer Discretionary 9.64%
4 Industrials 8.31%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$290K 0.16%
+3,145
127
$283K 0.16%
+546
128
$281K 0.16%
+2,611
129
$272K 0.15%
+1,688
130
$270K 0.15%
+2,012
131
$269K 0.15%
+8,948
132
$262K 0.15%
+463
133
$260K 0.14%
+2,034
134
$259K 0.14%
+2,965
135
$259K 0.14%
+627
136
$258K 0.14%
+733
137
$257K 0.14%
+477
138
$257K 0.14%
+2,140
139
$252K 0.14%
+1,456
140
$252K 0.14%
+606
141
$250K 0.14%
+1,027
142
$246K 0.14%
+1,809
143
$245K 0.14%
+15,566
144
$243K 0.14%
+3,289
145
$243K 0.14%
+4,940
146
$242K 0.13%
+2,308
147
$241K 0.13%
+10,546
148
$241K 0.13%
+1,860
149
$236K 0.13%
+1,776
150
$232K 0.13%
+1,658
4 5
6
7 8