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
126
$526K 0.12%
3,947
+494
127
$524K 0.12%
1,002
+167
128
$522K 0.12%
14,142
+3,711
129
$514K 0.12%
14,305
+2,256
130
$513K 0.12%
+5,014
131
$510K 0.12%
16,890
+2,140
132
$509K 0.12%
3,492
+449
133
$499K 0.11%
4,785
+618
134
$499K 0.11%
4,135
+478
135
$492K 0.11%
14,914
+1,932
136
$487K 0.11%
2,831
+777
137
$487K 0.11%
1,485
+183
138
$486K 0.11%
39,861
+12,377
139
$482K 0.11%
3,246
+432
140
$481K 0.11%
2,716
+430
141
$465K 0.11%
2,229
+135
142
$454K 0.1%
+5,476
143
$448K 0.1%
+3,010
144
$437K 0.1%
8,465
+1,144
145
$435K 0.1%
1,049
+135
146
$434K 0.1%
+1,930
147
$433K 0.1%
3,357
+432
148
$432K 0.1%
2,287
+334
149
$431K 0.1%
2,908
+249
150
$426K 0.1%
3,190
+420
4 5
6
7 8