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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
176
$492K 0.07%
3,286
-14
177
$492K 0.07%
19,828
+126
178
$490K 0.07%
1,575
+9
179
$488K 0.07%
1,627
+9
180
$485K 0.07%
1,400
+6
181
$463K 0.06%
6,925
+42
182
$459K 0.06%
3,748
+21
183
$455K 0.06%
9,286
+57
184
$451K 0.06%
7,678
+48
185
$444K 0.06%
19,359
+123
186
$442K 0.06%
+3,430
187
$437K 0.06%
1,718
+9
188
$431K 0.06%
7,007
+42
189
$431K 0.06%
5,288
+33
190
$418K 0.06%
2,355
+15
191
$412K 0.06%
1,387
+6
192
$412K 0.06%
6,100
+36
193
$408K 0.06%
4,296
+27
194
$408K 0.06%
4,446
+27
195
$394K 0.05%
5,468
+33
196
$391K 0.05%
4,358
-145
197
$387K 0.05%
3,868
+24
198
$365K 0.05%
5,328
-87
199
$344K 0.05%
7,006
+42
200
$336K 0.05%
2,067
+12
6 7
8
9 10