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
176
$214K 0.06%
5,909
+468
177
$209K 0.06%
3,305
+262
178
$205K 0.06%
2,652
+220
179
$204K 0.06%
861
+75
180
$202K 0.06%
5,645
+445
181
$199K 0.06%
798
+65
182
$181K 0.05%
877
+64
183
$180K 0.05%
1,007
+48
184
$180K 0.05%
4,334
+361
185
$177K 0.05%
10,563
+995
186
$174K 0.05%
457
+40
187
$172K 0.05%
3,948
-36
188
$172K 0.05%
1,525
-15
189
$169K 0.05%
1,517
+140
190
$168K 0.05%
2,222
+187
191
$160K 0.04%
5,427
+459
192
$160K 0.04%
1,985
+150
193
$155K 0.04%
1,758
+121
194
$145K 0.04%
5,905
-103
195
$143K 0.04%
3,980
+402
196
$141K 0.04%
1,278
-61
197
$139K 0.04%
987
+69
198
$134K 0.04%
2,131
+184
199
$134K 0.04%
1,035
+76
200
$128K 0.04%
3,603
+306
6 7
8
9 10