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
$562M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$7.94M
2
+$6.66M
3
+$2.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.85M
5
TSLA icon
Tesla
TSLA
+$1.76M

Top Sells

1
+$2.05M
2
+$2.01M
3
+$1.93M
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
226
– –
-2,537
227
– –
-3,875
228
– –
-12,921
229
– –
-2,693
230
– –
-29,941
231
– –
-1,288
232
– –
-2,751
233
– –
-370
234
– –
-2,489
235
– –
-1,247
236
– –
-7,128
237
– –
-5,514
238
– –
-1,096
239
– –
-2,228
240
– –
-3,732
241
– –
-7,036
242
– –
-3,267
243
– –
-2,658
244
– –
-568
6 7 8 9
10