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
76
$895K 0.2%
10,144
+2,896
77
$895K 0.2%
23,432
+6,136
78
$879K 0.2%
+6,053
79
$875K 0.2%
860
+109
80
$872K 0.2%
13,421
+1,689
81
$872K 0.2%
7,501
+2,103
82
$871K 0.2%
1,614
+236
83
$855K 0.2%
2,189
+291
84
$854K 0.19%
+13,068
85
$850K 0.19%
3,878
+516
86
$846K 0.19%
21,930
+2,432
87
$832K 0.19%
6,311
+1,789
88
$829K 0.19%
5,428
+672
89
$820K 0.19%
22,867
+3,165
90
$815K 0.19%
5,613
+626
91
$803K 0.18%
13,870
+1,789
92
$800K 0.18%
3,291
+532
93
$795K 0.18%
13,779
+1,598
94
$791K 0.18%
2,686
+270
95
$790K 0.18%
4,744
+424
96
$751K 0.17%
7,911
+1,216
97
$743K 0.17%
1,210
+159
98
$737K 0.17%
8,104
+1,451
99
$729K 0.17%
2,807
+353
100
$710K 0.16%
2,601
+342
2 3
4
5 6