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
26
$4.05M 0.72%
20,059
+2,238
27
$3.97M 0.71%
137,027
+10,102
28
$3.64M 0.65%
48,397
+3,972
29
$3.42M 0.61%
57,624
+8,960
30
$3.24M 0.58%
27,525
+2,433
31
$3.18M 0.56%
8,790
+955
32
$3M 0.53%
28,463
+2,090
33
$2.99M 0.53%
35,679
+3,166
34
$2.83M 0.5%
22,445
+2,173
35
$2.81M 0.5%
31,182
+1,624
36
$2.78M 0.49%
26,777
+3,866
37
$2.77M 0.49%
12,036
+1,350
38
$2.73M 0.49%
9,878
+725
39
$2.64M 0.47%
2,510
+250
40
$2.59M 0.46%
31,710
+3,580
41
$2.58M 0.46%
29,218
+2,392
42
$2.56M 0.45%
14,960
+1,598
43
$2.53M 0.45%
3,270
+409
44
$2.43M 0.43%
103,519
+9,286
45
$2.41M 0.43%
17,706
+1,262
46
$2.4M 0.43%
32,528
+2,957
47
$2.14M 0.38%
5,498
+630
48
$1.99M 0.35%
7,647
+670
49
$1.87M 0.33%
14,643
+1,775
50
$1.87M 0.33%
3,694
+385
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