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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
151
$609K 0.08%
1,165
+6
152
$601K 0.08%
2,724
-36
153
$599K 0.08%
5,738
+36
154
$596K 0.08%
17,013
+108
155
$595K 0.08%
4,322
+27
156
$593K 0.08%
10,238
-124
157
$592K 0.08%
1,919
+12
158
$590K 0.08%
6,728
+42
159
$575K 0.08%
+13,500
160
$569K 0.08%
11,533
+72
161
$563K 0.08%
6,393
+39
162
$563K 0.08%
22,880
+144
163
$560K 0.08%
3,996
+24
164
$536K 0.07%
2,038
+1
165
$534K 0.07%
5,417
+33
166
$530K 0.07%
6,492
+15
167
$527K 0.07%
2,416
+15
168
$526K 0.07%
3,795
+24
169
$524K 0.07%
5,549
+33
170
$518K 0.07%
3,713
+21
171
$515K 0.07%
5,977
-245
172
$514K 0.07%
1,958
+12
173
$512K 0.07%
2,880
+18
174
$509K 0.07%
1,575
+9
175
$496K 0.07%
4,474
+27
5 6
7
8 9