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
$498M
AUM Growth
+$59.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.96M
3
+$3.35M
4
META icon
Meta Platforms (Facebook)
META
+$2.45M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.38M

Top Sells

1
+$13M
2
+$2.16M
3
+$1.19M
4
CARR icon
Carrier Global
CARR
+$941K
5
CRH icon
CRH
CRH
+$684K

Sector Composition

1 Technology 46.93%
2 Communication Services 14.32%
3 Healthcare 12.66%
4 Energy 6.63%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$309K 0.06%
4,171
+445
177
$307K 0.06%
4,276
+462
178
$302K 0.06%
5,406
+581
179
$301K 0.06%
701
+45
180
$299K 0.06%
6,127
+1,164
181
$297K 0.06%
3,299
+368
182
$284K 0.06%
1,777
+184
183
$284K 0.06%
+1,406
184
$281K 0.06%
+5,887
185
$281K 0.06%
2,677
+278
186
$280K 0.06%
1,071
+92
187
$277K 0.06%
3,615
+414
188
$277K 0.06%
5,514
+644
189
$269K 0.05%
3,361
+368
190
$265K 0.05%
8,970
+70
191
$255K 0.05%
6,987
+784
192
$251K 0.05%
20,550
+1,350
193
$250K 0.05%
+4,020
194
$250K 0.05%
813
+74
195
$242K 0.05%
5,820
+646
196
$240K 0.05%
8,251
+713
197
$240K 0.05%
3,348
+368
198
$233K 0.05%
2,442
+130
199
$232K 0.05%
1,995
+230
200
$231K 0.05%
8,378
+885
6 7
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