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
$170M
AUM Growth
-$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2M
3
+$1.26M
4
PSA icon
Public Storage
PSA
+$692K
5
SLB icon
SLB Ltd
SLB
+$680K

Top Sells

1
+$2.02M
2
+$719K
3
+$403K
4
AAPL icon
Apple
AAPL
+$354K
5
VMW
VMware, Inc
VMW
+$309K

Sector Composition

1 Technology 38.51%
2 Healthcare 23.26%
3 Consumer Discretionary 9.34%
4 Energy 8.93%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$283K 0.17%
2,848
-88
127
$282K 0.17%
732
-11
128
$280K 0.16%
941
-11
129
$279K 0.16%
541
-5
130
$270K 0.16%
1,747
-29
131
$270K 0.16%
2,568
-43
132
$265K 0.16%
1,689
-14
133
$265K 0.16%
1,899
-32
134
$259K 0.15%
2,515
-42
135
$259K 0.15%
1,483
-13
136
$259K 0.15%
626
-6
137
$253K 0.15%
9,365
-133
138
$253K 0.15%
8,847
-101
139
$249K 0.15%
+1,099
140
$246K 0.14%
3,127
-181
141
$246K 0.14%
618
-9
142
$244K 0.14%
1,011
-16
143
$238K 0.14%
2,280
-28
144
$234K 0.14%
3,843
-67
145
$233K 0.14%
4,628
-191
146
$233K 0.14%
934
-14
147
$230K 0.14%
+947
148
$227K 0.13%
1,917
+3
149
$226K 0.13%
1,891
-32
150
$224K 0.13%
2,911
-91
4 5
6
7 8