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
$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 icon
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
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