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
126
$222K 0.14%
929
-96
127
$220K 0.14%
485
-56
128
$219K 0.14%
8,500
-865
129
$216K 0.13%
7,951
-896
130
$212K 0.13%
549
-69
131
$209K 0.13%
+1,831
132
$201K 0.12%
3,689
-154
133
$201K 0.12%
833
-108
134
$200K 0.12%
3,491
-339
135
$198K 0.12%
837
-89
136
$198K 0.12%
663
-69
137
$196K 0.12%
1,824
-177
138
$194K 0.12%
1,365
-191
139
$192K 0.12%
2,809
-318
140
$192K 0.12%
1,347
-136
141
$191K 0.12%
2,225
-290
142
$191K 0.12%
1,435
-203
143
$191K 0.12%
2,400
-168
144
$186K 0.11%
1,537
-152
145
$186K 0.11%
857
-90
146
$183K 0.11%
4,344
-284
147
$182K 0.11%
2,628
-283
148
$178K 0.11%
865
-146
149
$174K 0.11%
1,782
-197
150
$172K 0.11%
+2,465
4 5
6
7 8