WI

Wahed Invest Portfolio holdings

AUM $759M
1-Year Est. Return 30.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
-$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$2.24M
3
+$1.22M
4
JD icon
JD.com
JD
+$745K
5
SLB icon
SLB Ltd
SLB
+$646K

Top Sells

1
+$2.02M
2
+$719K
3
+$403K
4
AAPL icon
Apple
AAPL
+$341K
5
VMW
VMware, Inc
VMW
+$309K

Sector Composition

1 Technology 38.51%
2 Healthcare 23.26%
3 Consumer Discretionary 9.34%
4 Energy 8.93%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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