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
1
$31.7M 13.7%
192,214
-1,508
2
$27.6M 11.94%
95,771
-1,187
3
$7.97M 3.45%
+76,828
4
$6.96M 3.01%
+66,880
5
$6.87M 2.97%
33,137
-1,009
6
$6.02M 2.6%
28,420
+638
7
$5.8M 2.51%
52,881
+109
8
$5.23M 2.26%
33,740
-13
9
$4.48M 1.94%
30,155
-79
10
$4.05M 1.75%
24,812
-175
11
$3.69M 1.6%
10,746
+10
12
$3.45M 1.49%
32,439
+91
13
$3.1M 1.34%
+50,042
14
$3.08M 1.33%
33,129
+4,140
15
$2.96M 1.28%
72,434
-1,740
16
$2.89M 1.25%
5,016
-129
17
$2.74M 1.19%
52,483
-335
18
$2.46M 1.07%
12,338
-157
19
$2.26M 0.98%
6,360
+5
20
$2.23M 0.96%
21,979
-205
21
$2.22M 0.96%
5,759
+65
22
$2.09M 0.9%
9,353
-185
23
$2.01M 0.87%
20,486
-473
24
$1.89M 0.82%
27,224
-193
25
$1.89M 0.82%
15,381
-551
1
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