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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.14B
1-Year Est. Return 22.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$12.1M
3
+$11.4M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.13M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$3.13M

Top Sells

1
+$7.08M
2
+$4.05M
3
+$2.82M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.54M
5
NVDA icon
NVIDIA
NVDA
+$1.4M

Sector Composition

1 Consumer Discretionary 16.15%
2 Technology 12.86%
3 Communication Services 5.44%
4 Real Estate 2.84%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,731
252
– –
-2,995
253
– –
-62,340
254
– –
-65,922
255
– –
-71,410
256
– –
-9,748
257
– –
-610
258
– –
-2,509
259
– –
-5,624
260
– –
-17,581
261
– –
-9,733
262
– –
-108,376
263
$0 ﹤0.01%
+28,200
264
– –
-2,293
7 8 9 10
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