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
$307M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.55M
3
+$3.29M
4
TXN icon
Texas Instruments
TXN
+$2.3M
5
META icon
Meta Platforms (Facebook)
META
+$1.28M

Top Sells

1
+$1.17M
2
+$653K
3
+$515K
4
EBAY icon
eBay
EBAY
+$346K
5
SU icon
Suncor Energy
SU
+$258K

Sector Composition

1 Technology 41.38%
2 Healthcare 15.91%
3 Communication Services 11.5%
4 Consumer Discretionary 8.54%
5 Energy 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$233K 0.08%
3,125
+284
177
$229K 0.07%
6,628
+450
178
$215K 0.07%
1,943
+144
179
$214K 0.07%
1,758
+160
180
$213K 0.07%
1,390
+119
181
$213K 0.07%
+597
182
$211K 0.07%
813
+73
183
$209K 0.07%
3,884
+337
184
$209K 0.07%
818
+78
185
$207K 0.07%
4,190
+335
186
$205K 0.07%
+417
187
$200K 0.07%
+9,568
188
$199K 0.06%
2,381
+167
189
$196K 0.06%
2,399
+208
190
$193K 0.06%
5,441
+448
191
$192K 0.06%
2,820
+272
192
$192K 0.06%
811
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193
$191K 0.06%
9,391
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194
$191K 0.06%
1,551
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195
$190K 0.06%
+3,043
196
$185K 0.06%
5,200
+449
197
$185K 0.06%
1,377
+99
198
$182K 0.06%
12,490
+1,473
199
$175K 0.06%
6,100
+483
200
$168K 0.05%
+2,588
6 7
8
9 10