WI

Wahed Invest Portfolio holdings

AUM $732M
1-Year Est. Return 25.54%
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$3.88M
3
+$3.23M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.72M
5
MSFT icon
Microsoft
MSFT
+$1.66M

Top Sells

1
+$4.77M
2
+$3.07M
3
+$1.76M
4
FANG icon
Diamondback Energy
FANG
+$774K
5
VALE icon
Vale
VALE
+$476K

Sector Composition

1 Technology 44.3%
2 Communication Services 14.54%
3 Healthcare 12.44%
4 Energy 6.6%
5 Consumer Discretionary 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$415K 0.07%
5,009
+389
177
$412K 0.07%
4,458
+360
178
$401K 0.07%
1,506
+151
179
$397K 0.07%
6,021
+443
180
$397K 0.07%
1,665
+89
181
$391K 0.07%
5,208
+3
182
$391K 0.07%
7,233
+342
183
$388K 0.07%
+3,245
184
$387K 0.07%
3,952
+111
185
$379K 0.07%
4,330
+490
186
$376K 0.07%
3,011
+172
187
$374K 0.06%
1,325
+60
188
$373K 0.06%
2,133
+33
189
$367K 0.06%
9,076
-2,076
190
$364K 0.06%
+6,114
191
$361K 0.06%
1,997
+63
192
$354K 0.06%
5,735
-167
193
$351K 0.06%
4,490
+244
194
$346K 0.06%
2,734
+245
195
$345K 0.06%
4,885
+4
196
$336K 0.06%
4,071
+246
197
$334K 0.06%
3,154
+10
198
$328K 0.06%
9,918
-340
199
$321K 0.06%
4,045
+226
200
$312K 0.05%
1,967
+43
6 7
8
9 10