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
201
$137K 0.06%
2,245
+40
202
$136K 0.06%
1,414
-132
203
$134K 0.06%
7,728
-92
204
$133K 0.06%
277
205
$129K 0.06%
1,757
-16
206
$124K 0.05%
1,518
-39
207
$123K 0.05%
3,051
-191
208
$113K 0.05%
611
+7
209
$112K 0.05%
2,989
+15
210
$112K 0.05%
4,649
-428
211
$111K 0.05%
760
212
$110K 0.05%
1,369
+35
213
$108K 0.05%
776
+14
214
$108K 0.05%
2,754
-40
215
$102K 0.04%
3,335
+46
216
$96.3K 0.04%
1,031
-105
217
$94.4K 0.04%
776
-4
218
$93.6K 0.04%
2,729
-258
219
$90.3K 0.04%
684
-8
220
$89.2K 0.04%
8,491
+1,060
221
$88.2K 0.04%
817
+42
222
$85K 0.04%
3,033
+41
223
$84.7K 0.04%
4,903
+69
224
$84K 0.04%
3,400
-126
225
$73.4K 0.03%
2,102
+40
6 7 8
9
10