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
76
$1.08M 0.19%
+46,501
77
$1.07M 0.19%
3,318
+310
78
$1.07M 0.19%
1,030
+78
79
$1.05M 0.19%
7,112
+763
80
$1.05M 0.19%
3,526
+398
81
$1.05M 0.19%
7,756
+485
82
$1.01M 0.18%
2,000
+207
83
$1.01M 0.18%
10,716
+1,149
84
$999K 0.18%
16,986
+1,409
85
$993K 0.18%
27,798
+3,012
86
$975K 0.17%
+4,911
87
$965K 0.17%
25,746
+2,493
88
$962K 0.17%
9,799
+1,008
89
$958K 0.17%
14,517
+1,308
90
$947K 0.17%
4,769
+393
91
$931K 0.17%
6,492
+593
92
$927K 0.16%
1,829
+164
93
$921K 0.16%
6,783
+443
94
$908K 0.16%
4,032
+340
95
$876K 0.16%
24,236
+1,598
96
$876K 0.16%
9,832
+683
97
$875K 0.16%
5,821
+523
98
$865K 0.15%
+8,693
99
$862K 0.15%
3,530
+300
100
$852K 0.15%
23,748
+2,423
2 3
4
5 6