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
$439M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$6.49M
3
+$4.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.56M

Top Sells

1
+$1.53M
2
+$1.21M
3
+$128K
4
GTM
ZoomInfo Technologies
GTM
+$94.9K
5
MASI icon
Masimo
MASI
+$86K

Sector Composition

1 Technology 44.44%
2 Healthcare 15.62%
3 Communication Services 12.96%
4 Energy 7.09%
5 Consumer Discretionary 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 0.73%
12,873
+1,698
27
$3.19M 0.73%
4,180
+704
28
$3.12M 0.71%
17,891
+2,383
29
$3.09M 0.7%
111,265
+14,731
30
$2.99M 0.68%
38,812
+5,535
31
$2.97M 0.68%
23,347
+2,881
32
$2.54M 0.58%
26,150
+3,880
33
$2.5M 0.57%
6,983
+915
34
$2.46M 0.56%
20,871
+2,203
35
$2.38M 0.54%
18,307
+2,701
36
$2.29M 0.52%
+26,228
37
$2.28M 0.52%
22,498
+2,826
38
$2.17M 0.49%
23,085
+2,769
39
$2.16M 0.49%
39,794
+5,421
40
$2.11M 0.48%
14,171
+1,803
41
$2.05M 0.47%
8,199
+1,135
42
$1.97M 0.45%
28,733
+4,125
43
$1.95M 0.44%
9,851
+1,344
44
$1.87M 0.43%
26,779
+3,550
45
$1.87M 0.43%
2,673
+334
46
$1.86M 0.42%
11,649
+1,440
47
$1.79M 0.41%
24,456
+3,314
48
$1.75M 0.4%
12,308
+1,846
49
$1.72M 0.39%
3,011
+419
50
$1.64M 0.38%
5,284
+720
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