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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
126
$833K 0.11%
51,313
-345
127
$827K 0.11%
14,542
+90
128
$793K 0.11%
10,548
+1,252
129
$787K 0.11%
6,247
+39
130
$778K 0.11%
13,023
+29
131
$744K 0.1%
3,976
+16
132
$728K 0.1%
4,266
+27
133
$722K 0.1%
5,463
+33
134
$717K 0.1%
5,096
+30
135
$703K 0.1%
+8,370
136
$703K 0.1%
25,802
+162
137
$695K 0.1%
6,521
+39
138
$692K 0.09%
9,295
+1,175
139
$676K 0.09%
14,109
+1,000
140
$675K 0.09%
1,234
+6
141
$665K 0.09%
14,338
+90
142
$664K 0.09%
2,685
+15
143
$662K 0.09%
3,260
+18
144
$656K 0.09%
2,284
+12
145
$654K 0.09%
6,218
+39
146
$639K 0.09%
6,010
+36
147
$633K 0.09%
3,238
+18
148
$630K 0.09%
1,464
+9
149
$619K 0.08%
+77
150
$619K 0.08%
3,708
+21
4 5
6
7 8