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
126
$662K 0.12%
3,760
+382
127
$652K 0.12%
6,209
+653
128
$651K 0.12%
5,914
+515
129
$646K 0.11%
2,588
+252
130
$643K 0.11%
4,186
+526
131
$640K 0.11%
7,386
+635
132
$638K 0.11%
3,330
+290
133
$622K 0.11%
21,405
+1,694
134
$620K 0.11%
1,475
-22
135
$620K 0.11%
5,923
+578
136
$618K 0.11%
5,003
+494
137
$606K 0.11%
6,320
+662
138
$600K 0.11%
1,028
+80
139
$599K 0.11%
17,698
+1,710
140
$598K 0.11%
15,278
+1,261
141
$580K 0.1%
2,392
+232
142
$572K 0.1%
1,992
+218
143
$565K 0.1%
2,914
+409
144
$563K 0.1%
6,660
+740
145
$558K 0.1%
5,597
+477
146
$557K 0.1%
1,300
+140
147
$557K 0.1%
47,660
+4,269
148
$541K 0.1%
10,481
+1,407
149
$536K 0.1%
4,964
+464
150
$529K 0.09%
1,762
+124
4 5
6
7 8