We are live on ! Find out more
WI

Wahed Invest Portfolio holdings

AUM $770M
1-Year Est. Return 38.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$562M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$7.31M
3
+$6.61M
4
META icon
Meta Platforms (Facebook)
META
+$2.18M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.87M

Top Sells

1
+$2.05M
2
+$1.93M
3
+$1.38M
4
VST icon
Vistra
VST
+$605K
5
CTRA
Coterra Energy
CTRA
+$421K

Sector Composition

1 Technology 46.27%
2 Communication Services 13.68%
3 Healthcare 12.27%
4 Consumer Discretionary 6.39%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,489
227
– –
-1,247
228
– –
-7,128
229
– –
-1,096
230
– –
-2,228
231
– –
-3,732
232
– –
-7,036
233
– –
-3,267
234
– –
-2,658
235
– –
-568
236
– –
-5,514
237
– –
-701
238
– –
-421
239
– –
-5,101
240
– –
-2,535
241
– –
-15,791
242
– –
-2,537
243
– –
-3,875
244
– –
-12,921
6 7 8 9
10