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WI

Wahed Invest Portfolio holdings

AUM $770M
1-Year Est. Return 38.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$732M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.38M
3
+$1.62M
4
CVX icon
Chevron
CVX
+$1.27M
5
CBRE icon
CBRE Group
CBRE
+$1.2M

Top Sells

1
+$2.15M
2
+$1.66M
3
+$1.34M
4
HES
Hess
HES
+$1.06M
5
ANSS
Ansys
ANSS
+$837K

Sector Composition

1 Technology 46.11%
2 Communication Services 16.84%
3 Healthcare 10.5%
4 Consumer Discretionary 7.83%
5 Industrials 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.13M 0.15%
9,379
-31
102
$1.1M 0.15%
4,475
+219
103
$1.1M 0.15%
3,573
+21
104
$1.09M 0.15%
3,993
+24
105
$1.08M 0.15%
3,095
+18
106
$1.08M 0.15%
2,232
+228
107
$1.03M 0.14%
1,640
+9
108
$1.03M 0.14%
63,437
+3,635
109
$1.03M 0.14%
6,564
-2
110
$1.01M 0.14%
7,853
+106
111
$1.01M 0.14%
30,647
+2,074
112
$974K 0.13%
10,329
+1,416
113
$971K 0.13%
8,679
-1,321
114
$958K 0.13%
6,494
+39
115
$954K 0.13%
+14,853
116
$935K 0.13%
19,797
+1,489
117
$930K 0.13%
4,637
+27
118
$927K 0.13%
12,340
-103
119
$912K 0.12%
11,041
+69
120
$907K 0.12%
35,554
+2,657
121
$905K 0.12%
25,862
+1,899
122
$892K 0.12%
27,366
+173
123
$881K 0.12%
35,874
+228
124
$851K 0.12%
6,283
+39
125
$837K 0.11%
4,761
+206
3 4
5
6 7