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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
1
$104M 14.27%
201,586
-32
2
$101M 13.83%
397,312
-3,426
3
$43.7M 5.97%
59,467
+111
4
$38.5M 5.26%
158,387
+365
5
$33.9M 4.63%
76,162
-305
6
$31.4M 4.29%
128,877
+208
7
$24.3M 3.32%
86,931
+9,737
8
$13.4M 1.83%
118,557
+756
9
$12.1M 1.65%
65,287
-133
10
$9.87M 1.35%
64,262
+408
11
$8.16M 1.11%
52,519
+8,178
12
$7.45M 1.02%
108,896
+693
13
$7.13M 0.97%
44,059
+279
14
$6.32M 0.86%
47,175
+102
15
$6.1M 0.83%
12,848
+81
16
$6.04M 0.83%
25,500
+118
17
$5.79M 0.79%
68,935
+438
18
$5.42M 0.74%
191,921
+1,224
19
$5.21M 0.71%
53,226
-1,506
20
$5.14M 0.7%
27,915
-180
21
$5.11M 0.7%
30,570
+195
22
$5.01M 0.68%
10,330
+63
23
$4.9M 0.67%
29,439
-447
24
$4.68M 0.64%
34,927
+166
25
$4.6M 0.63%
7,478
+45
1
2 3 4 5