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
201
$204K 0.05%
6,300
+655
202
$204K 0.05%
+2,261
203
$203K 0.05%
3,318
+432
204
$203K 0.05%
1,765
+240
205
$202K 0.05%
894
+96
206
$200K 0.05%
1,004
+127
207
$196K 0.04%
7,493
+1,588
208
$192K 0.04%
+2,899
209
$192K 0.04%
2,540
+318
210
$175K 0.04%
1,452
+174
211
$172K 0.04%
+2,259
212
$170K 0.04%
1,675
+151
213
$163K 0.04%
1,125
+138
214
$158K 0.04%
1,998
+240
215
$158K 0.04%
4,548
+568
216
$154K 0.04%
2,415
+284
217
$150K 0.03%
3,134
+386
218
$147K 0.03%
1,169
+134
219
$138K 0.03%
399
+49
220
$130K 0.03%
2,266
+281
221
$91.1K 0.02%
596
+48
222
$84.5K 0.02%
+2,895
223
$80.9K 0.02%
+1,552
224
$76.2K 0.02%
1,591
+192
225
$61.9K 0.01%
2,287
+303
6 7 8
9
10