GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$483M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,257
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$35.6M
3
+$32.8M
4
ITB icon
iShares US Home Construction ETF
ITB
+$32.1M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$28.8M

Top Sells

1
+$10M
2
+$4.54M
3
+$2.2M
4
LUV icon
Southwest Airlines
LUV
+$2.18M
5
XYZ
Block Inc
XYZ
+$2.12M

Sector Composition

1 Consumer Discretionary 19.52%
2 Technology 15.17%
3 Communication Services 6.46%
4 Real Estate 3.78%
5 Financials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$253K 0.02%
3,755
+3,752
227
$252K 0.02%
5,023
+248
228
$251K 0.02%
7,008
-176
229
$250K 0.02%
1,126
+1,124
230
$249K 0.02%
2,185
+2,149
231
$247K 0.02%
5,035
+360
232
$246K 0.02%
700
-205
233
$246K 0.02%
4,989
+1,779
234
$245K 0.02%
+20,982
235
$244K 0.02%
2,623
+2,619
236
$244K 0.02%
2,837
+2,825
237
$243K 0.02%
5,793
+5,765
238
$241K 0.02%
1,182
+1,027
239
$240K 0.02%
1,195
-1,672
240
$238K 0.02%
644
-187
241
$238K 0.02%
888
+878
242
$234K 0.02%
2,500
+1,739
243
$231K 0.02%
357
+1
244
$230K 0.02%
3,205
+5
245
$228K 0.02%
1,927
+947
246
$222K 0.02%
983
+79
247
$220K 0.02%
1,689
-340
248
$216K 0.02%
+4,245
249
$216K 0.02%
3,040
+163
250
$214K 0.02%
645
+1
8 9
10
11 12