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
176
$187K 0.08%
526
+6
177
$186K 0.08%
10,048
+1,255
178
$186K 0.08%
4,995
+26
179
$184K 0.08%
2,542
+56
180
$184K 0.08%
3,234
+49
181
$177K 0.08%
+2,778
182
$175K 0.08%
1,367
+21
183
$174K 0.08%
1,822
+37
184
$171K 0.07%
844
-14
185
$169K 0.07%
1,160
+145
186
$168K 0.07%
4,662
+6
187
$168K 0.07%
3,199
-66
188
$167K 0.07%
1,935
-7
189
$165K 0.07%
1,186
+4
190
$161K 0.07%
2,757
-179
191
$158K 0.07%
2,324
+492
192
$156K 0.07%
1,933
+18
193
$155K 0.07%
629
-51
194
$153K 0.07%
5,366
-4
195
$152K 0.07%
1,946
-29
196
$150K 0.06%
592
-12
197
$149K 0.06%
2,003
-15
198
$142K 0.06%
1,736
-18
199
$141K 0.06%
4,096
-40
200
$138K 0.06%
3,200
-198
6 7
8
9 10