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
51
$1.53M 0.35%
27,880
+3,543
52
$1.41M 0.32%
7,009
+529
53
$1.41M 0.32%
5,694
+749
54
$1.4M 0.32%
2,609
+329
55
$1.37M 0.31%
8,416
+931
56
$1.34M 0.31%
+4,460
57
$1.32M 0.3%
4,555
+595
58
$1.29M 0.29%
+5,217
59
$1.25M 0.29%
11,041
+1,488
60
$1.22M 0.28%
9,833
+1,082
61
$1.21M 0.28%
44,096
+11,178
62
$1.19M 0.27%
4,550
+576
63
$1.17M 0.27%
6,804
+904
64
$1.16M 0.27%
16,418
+1,825
65
$1.16M 0.27%
2,073
+273
66
$1.14M 0.26%
6,193
+816
67
$1.13M 0.26%
12,718
+1,692
68
$1.12M 0.25%
11,689
+1,584
69
$1.11M 0.25%
4,245
+576
70
$1.1M 0.25%
6,441
+644
71
$1.05M 0.24%
4,341
+555
72
$960K 0.22%
5,837
+527
73
$949K 0.22%
6,466
+736
74
$941K 0.21%
16,194
+1,972
75
$930K 0.21%
4,698
+454
1 2
3
4 5