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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
201
$318K 0.04%
10,347
+55
202
$290K 0.04%
2,162
-8
203
$271K 0.04%
2,292
-14
204
$254K 0.03%
4,474
+27
205
$235K 0.03%
1,873
+9
206
$215K 0.03%
2,233
+8
207
$135K 0.02%
3,094
+18
208
$114K 0.02%
3,565
-316
209
$106K 0.01%
3,060
+18
210
$97.6K 0.01%
2,722
+15
211
$76K 0.01%
+115
212
$59K 0.01%
620
+3
213
– –
-3,901
214
– –
-2,383
215
– –
-4,663
216
– –
-17,958
217
– –
-2,010
218
– –
-7,776
219
– –
-3,611
220
– –
-5,165
221
– –
-21,155
222
– –
-29,879
223
– –
-1,488
224
– –
-7,654
225
– –
-2,236
6 7 8
9
10