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
101
$840K 0.15%
18,612
+1,817
102
$835K 0.15%
16,193
+1,833
103
$804K 0.14%
3,212
+392
104
$803K 0.14%
14,698
-518
105
$800K 0.14%
1,487
+177
106
$800K 0.14%
+12,288
107
$795K 0.14%
2,931
+284
108
$792K 0.14%
5,867
+632
109
$788K 0.14%
4,572
+587
110
$787K 0.14%
12,438
+1,413
111
$782K 0.14%
+6,599
112
$772K 0.14%
4,247
+414
113
$762K 0.14%
13,095
+1,575
114
$757K 0.13%
10,424
+1,348
115
$751K 0.13%
5,673
+488
116
$747K 0.13%
2,782
+259
117
$719K 0.13%
5,010
+405
118
$698K 0.12%
28,387
+2,963
119
$697K 0.12%
+1,743
120
$692K 0.12%
11,579
+477
121
$685K 0.12%
3,536
+289
122
$676K 0.12%
16,909
-50,292
123
$675K 0.12%
2,118
+234
124
$674K 0.12%
8,543
+800
125
$671K 0.12%
5,996
+970
3 4
5
6 7