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
151
$243K 0.11%
2,041
-34
152
$243K 0.11%
2,578
-41
153
$235K 0.1%
2,415
+62
154
$233K 0.1%
2,500
155
$233K 0.1%
3,064
+380
156
$232K 0.1%
2,050
-80
157
$228K 0.1%
988
+17
158
$227K 0.1%
2,244
-82
159
$224K 0.1%
2,036
+16
160
$223K 0.1%
1,046
+19
161
$219K 0.09%
1,641
+2
162
$216K 0.09%
2,005
+21
163
$213K 0.09%
3,009
+375
164
$213K 0.09%
1,532
+190
165
$213K 0.09%
669
+7
166
$208K 0.09%
1,324
+27
167
$208K 0.09%
767
+95
168
$206K 0.09%
37
169
$204K 0.09%
4,450
+79
170
$204K 0.09%
1,443
+4
171
$201K 0.09%
1,987
+5
172
$200K 0.09%
8,367
+78
173
$196K 0.08%
1,606
-4
174
$189K 0.08%
622
-38
175
$188K 0.08%
1,071
+11
5 6
7
8 9