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
151
$290K 0.08%
7,321
+693
152
$285K 0.08%
2,627
+129
153
$280K 0.08%
1,289
+96
154
$280K 0.08%
1,401
+138
155
$279K 0.08%
668
+9
156
$278K 0.08%
3,897
+97
157
$275K 0.08%
1,906
+59
158
$261K 0.07%
3,281
+154
159
$256K 0.07%
2,610
+229
160
$255K 0.07%
883
+65
161
$250K 0.07%
13,790
+1,300
162
$249K 0.07%
10,317
+419
163
$249K 0.07%
1,807
+49
164
$248K 0.07%
1,521
+131
165
$243K 0.07%
609
+12
166
$238K 0.07%
869
+58
167
$236K 0.07%
2,606
+207
168
$231K 0.06%
2,111
+168
169
$225K 0.06%
3,047
+227
170
$223K 0.06%
4,201
+317
171
$221K 0.06%
1,748
+197
172
$219K 0.06%
2,886
+152
173
$217K 0.06%
4,547
+357
174
$215K 0.06%
6,577
+477
175
$214K 0.06%
1,099
+73
5 6
7
8 9