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
126
$323K 0.14%
9,347
+68
127
$323K 0.14%
1,461
-41
128
$323K 0.14%
991
+5
129
$317K 0.14%
4,643
+111
130
$309K 0.13%
3,288
-16
131
$307K 0.13%
1,844
+19
132
$304K 0.13%
3,305
+72
133
$303K 0.13%
6,830
-267
134
$301K 0.13%
2,754
-46
135
$299K 0.13%
2,211
-70
136
$297K 0.13%
1,730
+26
137
$296K 0.13%
5,084
-173
138
$292K 0.13%
1,744
-40
139
$288K 0.12%
+1,325
140
$286K 0.12%
9,487
-63
141
$277K 0.12%
781
-18
142
$276K 0.12%
2,198
+66
143
$273K 0.12%
3,088
-33
144
$269K 0.12%
1,771
-32
145
$253K 0.11%
3,346
+29
146
$251K 0.11%
1,271
-49
147
$249K 0.11%
10,160
-182
148
$246K 0.11%
2,350
+59
149
$246K 0.11%
1,284
-4
150
$244K 0.11%
3,018
-125
4 5
6
7 8