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
176
$394K 0.07%
1,838
+173
177
$392K 0.07%
4,007
+392
178
$390K 0.07%
6,547
+660
179
$387K 0.07%
5,001
+725
180
$382K 0.07%
2,987
+310
181
$380K 0.07%
4,424
+253
182
$369K 0.07%
3,654
+355
183
$367K 0.07%
5,912
+506
184
$364K 0.06%
1,256
+185
185
$361K 0.06%
13,574
+801
186
$345K 0.06%
4,908
+455
187
$343K 0.06%
6,784
+657
188
$343K 0.06%
1,989
+212
189
$341K 0.06%
905
+92
190
$337K 0.06%
22,879
+2,329
191
$330K 0.06%
3,419
+279
192
$330K 0.06%
6,754
-941
193
$322K 0.06%
4,461
+441
194
$322K 0.06%
4,584
+470
195
$322K 0.06%
9,637
+667
196
$312K 0.06%
1,417
+125
197
$308K 0.05%
7,907
+920
198
$301K 0.05%
3,771
+423
199
$289K 0.05%
9,146
+895
200
$288K 0.05%
3,874
+499
6 7
8
9 10