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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
$439M
AUM Growth
+$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$8.87M
2
+$6.88M
3
+$4.14M
4
META icon
Meta Platforms (Facebook)
META
+$2.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.43M

Top Sells

1
+$1.53M
2
+$1.21M
3
+$128K
4
GTM
ZoomInfo Technologies
GTM
+$94.9K
5
MASI
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
1
$62.6M 14.27%
148,703
+21,902
2
$49.6M 11.3%
288,971
+37,852
3
$21.3M 4.85%
43,822
+6,119
4
$17.8M 4.06%
118,078
+16,953
5
$15.2M 3.46%
99,764
+14,271
6
$13M 2.96%
16,660
+2,231
7
$9.45M 2.15%
53,753
+6,807
8
$9.43M 2.15%
81,116
+11,954
9
$7.53M 1.72%
47,617
+6,446
10
$7.51M 1.71%
46,284
+6,186
11
$6.94M 1.58%
51,011
+15,212
12
$6.52M 1.49%
49,405
+6,267
13
$5.61M 1.28%
18,640
+2,544
14
$5.53M 1.26%
30,615
+3,372
15
$5.31M 1.21%
33,673
+4,275
16
$4.69M 1.07%
76,734
+10,195
17
$4.51M 1.03%
8,934
+1,110
18
$4.44M 1.01%
+9,567
19
$4.41M 1.01%
7,595
+1,008
20
$4M 0.91%
35,236
+5,664
21
$4M 0.91%
80,227
+10,950
22
$3.72M 0.85%
21,965
+2,909
23
$3.51M 0.8%
45,464
+11,520
24
$3.5M 0.8%
79,211
+7,412
25
$3.4M 0.77%
16,476
+2,202
1
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