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
251
$211K 0.02%
3,565
-1,455
252
$210K 0.02%
2,937
+607
253
$209K 0.02%
2,666
+9
254
$209K 0.02%
32,050
+6,250
255
$209K 0.02%
3,811
+2,983
256
$205K 0.02%
4,110
+789
257
$205K 0.02%
1,377
+1,196
258
$204K 0.02%
1,527
-776
259
$204K 0.02%
1,583
+217
260
$204K 0.02%
766
+399
261
$201K 0.02%
3,409
-22,329
262
$197K 0.02%
13,500
+13,498
263
$116K 0.01%
+17,555
264
$109K 0.01%
13,059
+13,056
265
$40K ﹤0.01%
10,874
+10,873
266
$21K ﹤0.01%
1,036
+1,035
267
$17K ﹤0.01%
15,000
+14,999
268
$17K ﹤0.01%
15,000
+14,739
269
$16K ﹤0.01%
15,000
+14,999
270
$16K ﹤0.01%
15,000
+14,979
271
$15K ﹤0.01%
+15,000
272
– –
-16
273
– –
-4
274
– –
-2
275
– –
-152
9 10
11
12 13