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
$498M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.96M
3
+$3.35M
4
META icon
Meta Platforms (Facebook)
META
+$2.45M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.38M

Top Sells

1
+$13M
2
+$2.16M
3
+$1.19M
4
CARR icon
Carrier Global
CARR
+$941K
5
CRH icon
CRH
CRH
+$684K

Sector Composition

1 Technology 46.93%
2 Communication Services 14.32%
3 Healthcare 12.66%
4 Energy 6.63%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.35%
67,201
+23,105
52
$1.7M 0.34%
2,906
+297
53
$1.6M 0.32%
4,868
+408
54
$1.53M 0.31%
5,095
+540
55
$1.53M 0.31%
32,324
+4,444
56
$1.5M 0.3%
6,432
+738
57
$1.48M 0.3%
5,516
+299
58
$1.4M 0.28%
6,977
+784
59
$1.37M 0.28%
12,469
+1,428
60
$1.36M 0.27%
7,842
+833
61
$1.34M 0.27%
9,515
+1,099
62
$1.34M 0.27%
+12,868
63
$1.33M 0.27%
2,357
+284
64
$1.33M 0.27%
18,976
+2,558
65
$1.32M 0.27%
7,540
+736
66
$1.26M 0.25%
12,329
-389
67
$1.25M 0.25%
4,860
+519
68
$1.22M 0.24%
13,209
+1,520
69
$1.18M 0.24%
4,751
+506
70
$1.15M 0.23%
11,123
+1,290
71
$1.14M 0.23%
7,271
+830
72
$1.14M 0.23%
8,555
+1,054
73
$1.08M 0.22%
25,863
+2,996
74
$1.05M 0.21%
7,210
+744
75
$1.01M 0.2%
6,743
+690
1 2
3
4 5