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
51
$1.83M 0.33%
13,422
+1,093
52
$1.79M 0.32%
6,620
+740
53
$1.73M 0.31%
8,397
+857
54
$1.69M 0.3%
7,022
+590
55
$1.66M 0.3%
6,510
+680
56
$1.64M 0.29%
+20,374
57
$1.6M 0.28%
5,391
+531
58
$1.56M 0.28%
3,150
+244
59
$1.5M 0.27%
5,498
+403
60
$1.5M 0.27%
20,811
+1,835
61
$1.5M 0.27%
28,034
+2,171
62
$1.49M 0.27%
6,213
+697
63
$1.49M 0.27%
13,620
+1,151
64
$1.46M 0.26%
34,703
+2,379
65
$1.44M 0.26%
2,593
+236
66
$1.44M 0.26%
5,231
+480
67
$1.39M 0.25%
8,553
+711
68
$1.37M 0.24%
7,200
+625
69
$1.34M 0.24%
10,159
+644
70
$1.3M 0.23%
9,626
+1,071
71
$1.26M 0.22%
16,209
+1,435
72
$1.23M 0.22%
12,491
+1,368
73
$1.2M 0.21%
7,989
+779
74
$1.12M 0.2%
7,405
+662
75
$1.08M 0.19%
5,969
+439
1 2
3
4 5