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
76
$1,000K 0.2%
+5,830
77
$982K 0.2%
14,774
+1,706
78
$935K 0.19%
6,340
+912
79
$927K 0.19%
6,575
+738
80
$905K 0.18%
14,360
+939
81
$874K 0.18%
1,793
+179
82
$859K 0.17%
952
+92
83
$840K 0.17%
15,577
+1,798
84
$838K 0.17%
5,298
+600
85
$833K 0.17%
3,008
+322
86
$832K 0.17%
3,692
+401
87
$823K 0.17%
6,349
+736
88
$822K 0.17%
5,899
+570
89
$807K 0.16%
15,216
+1,346
90
$802K 0.16%
5,530
+786
91
$799K 0.16%
8,791
+880
92
$798K 0.16%
3,985
+460
93
$796K 0.16%
22,638
+3,282
94
$795K 0.16%
3,128
+321
95
$791K 0.16%
2,647
+458
96
$779K 0.16%
24,786
+2,856
97
$777K 0.16%
23,253
+4,951
98
$773K 0.16%
4,376
+498
99
$753K 0.15%
3,247
+506
100
$748K 0.15%
1,665
+184
2 3
4
5 6