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
$356M
AUM Growth
+$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.95M
3
+$2.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.05M
5
TSLA icon
Tesla
TSLA
+$810K

Top Sells

1
+$4.9M
2
+$2.88M
3
+$1.63M
4
NXPI icon
NXP Semiconductors
NXPI
+$832K
5
TT icon
Trane Technologies
TT
+$723K

Sector Composition

1 Technology 44.27%
2 Healthcare 14.62%
3 Communication Services 11.71%
4 Energy 6.99%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$386K 0.11%
3,043
+241
127
$383K 0.11%
8,915
+245
128
$377K 0.11%
3,657
+137
129
$375K 0.11%
2,770
+157
130
$371K 0.1%
2,925
+230
131
$357K 0.1%
1,302
+116
132
$353K 0.1%
4,357
+397
133
$352K 0.1%
2,286
+109
134
$350K 0.1%
2,094
+7
135
$342K 0.1%
1,953
+168
136
$336K 0.09%
+10,431
137
$328K 0.09%
1,443
+54
138
$319K 0.09%
12,229
+1,049
139
$317K 0.09%
2,288
+85
140
$317K 0.09%
3,593
+264
141
$314K 0.09%
2,659
+59
142
$312K 0.09%
3,300
+276
143
$312K 0.09%
1,811
+105
144
$308K 0.09%
2,054
+190
145
$308K 0.09%
12,075
+140
146
$308K 0.09%
3,191
+290
147
$301K 0.08%
2,547
+122
148
$301K 0.08%
914
+76
149
$293K 0.08%
2,526
+261
150
$291K 0.08%
3,367
+242
4 5
6
7 8