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
151
$424K 0.1%
4,044
+451
152
$422K 0.1%
4,912
+555
153
$420K 0.1%
+5,279
154
$407K 0.09%
2,624
+336
155
$389K 0.09%
13,949
+1,874
156
$379K 0.09%
3,734
+434
157
$371K 0.08%
3,833
+466
158
$361K 0.08%
1,481
+192
159
$360K 0.08%
1,646
+203
160
$355K 0.08%
2,103
+292
161
$353K 0.08%
4,529
+632
162
$346K 0.08%
2,910
+384
163
$340K 0.08%
3,011
+384
164
$326K 0.07%
1,719
+198
165
$325K 0.07%
764
+96
166
$320K 0.07%
11,299
+982
167
$320K 0.07%
19,200
+5,410
168
$319K 0.07%
3,654
+463
169
$319K 0.07%
2,931
+384
170
$317K 0.07%
1,593
+192
171
$317K 0.07%
3,029
+423
172
$311K 0.07%
4,825
+624
173
$310K 0.07%
3,726
+445
174
$305K 0.07%
2,312
+406
175
$301K 0.07%
1,000
+131
5 6
7
8 9