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
101
$707K 0.16%
5,329
+709
102
$706K 0.16%
1,481
+173
103
$699K 0.16%
3,525
+480
104
$697K 0.16%
4,522
+716
105
$686K 0.16%
17,407
+2,070
106
$684K 0.16%
+7,931
107
$665K 0.15%
4,587
+581
108
$655K 0.15%
2,247
+288
109
$648K 0.15%
19,356
+2,058
110
$646K 0.15%
10,278
+1,161
111
$645K 0.15%
8,412
+576
112
$635K 0.14%
8,633
+1,272
113
$628K 0.14%
12,519
+1,575
114
$603K 0.14%
+1,382
115
$599K 0.14%
4,637
+590
116
$597K 0.14%
6,936
+903
117
$591K 0.13%
2,741
+336
118
$590K 0.13%
1,700
+223
119
$575K 0.13%
1,454
+192
120
$567K 0.13%
2,862
+384
121
$561K 0.13%
18,302
+2,496
122
$544K 0.12%
4,120
+671
123
$543K 0.12%
10,380
+1,465
124
$538K 0.12%
4,806
+599
125
$534K 0.12%
+1,590
3 4
5
6 7