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
176
$299K 0.07%
13,803
+1,574
177
$298K 0.07%
739
+130
178
$293K 0.07%
2,993
+383
179
$292K 0.07%
14,589
+4,026
180
$290K 0.07%
979
+96
181
$290K 0.07%
2,176
+369
182
$289K 0.07%
1,243
+144
183
$286K 0.07%
+2,792
184
$276K 0.06%
5,174
+627
185
$273K 0.06%
+3,201
186
$268K 0.06%
988
+127
187
$266K 0.06%
6,819
+910
188
$258K 0.06%
656
+199
189
$255K 0.06%
+8,900
190
$252K 0.06%
2,399
+288
191
$252K 0.06%
2,110
+593
192
$250K 0.06%
1,988
+240
193
$250K 0.06%
3,814
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194
$246K 0.06%
7,538
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195
$241K 0.05%
4,870
+536
196
$239K 0.05%
3,459
+412
197
$230K 0.05%
6,203
+776
198
$230K 0.05%
4,963
+1,015
199
$222K 0.05%
1,172
+165
200
$210K 0.05%
2,980
+328
6 7
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