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
151
$523K 0.09%
4,738
+542
152
$519K 0.09%
2,872
+309
153
$508K 0.09%
3,792
+495
154
$506K 0.09%
3,651
+373
155
$504K 0.09%
3,867
+451
156
$503K 0.09%
6,115
+687
157
$500K 0.09%
+120,100
158
$499K 0.09%
4,205
+434
159
$486K 0.09%
4,699
+486
160
$476K 0.08%
6,612
+643
161
$472K 0.08%
3,376
+256
162
$464K 0.08%
2,152
+247
163
$463K 0.08%
16,944
+1,807
164
$463K 0.08%
1,819
+161
165
$460K 0.08%
1,242
+150
166
$456K 0.08%
2,039
+209
167
$455K 0.08%
3,607
+331
168
$452K 0.08%
5,551
+424
169
$451K 0.08%
1,160
+116
170
$450K 0.08%
+3,427
171
$446K 0.08%
3,367
+299
172
$418K 0.07%
2,694
+242
173
$411K 0.07%
3,731
+370
174
$405K 0.07%
1,538
+157
175
$395K 0.07%
1,696
+290
5 6
7
8 9