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
$180M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$32.6M
2 +$9.95M
3 +$5.43M
4
PG icon
Procter & Gamble
PG
+$4.72M
5
PFE icon
Pfizer
PFE
+$3.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.75%
2 Healthcare 23.06%
3 Consumer Discretionary 9.64%
4 Industrials 8.31%
5 Energy 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$173K 0.1%
+3,020
177
$173K 0.1%
+617
178
$170K 0.09%
+1,255
179
$169K 0.09%
+2,168
180
$167K 0.09%
+1,516
181
$167K 0.09%
+710
182
$166K 0.09%
+1,806
183
$163K 0.09%
+1,560
184
$155K 0.09%
+1,521
185
$153K 0.09%
+1,642
186
$153K 0.09%
+1,126
187
$153K 0.09%
+1,260
188
$152K 0.08%
+2,021
189
$147K 0.08%
+883
190
$145K 0.08%
+2,599
191
$144K 0.08%
+1,966
192
$144K 0.08%
+1,289
193
$141K 0.08%
+1,067
194
$140K 0.08%
+2,250
195
$140K 0.08%
+3,156
196
$137K 0.08%
+3,834
197
$137K 0.08%
+636
198
$130K 0.07%
+711
199
$129K 0.07%
+3,244
200
$129K 0.07%
+1,658