GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$48.2M
2
+$34.4M
3
+$31.4M
4
ITB icon
iShares US Home Construction ETF
ITB
+$29.2M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$28M

Top Sells

1
+$11.6M
2
+$4.66M
3
+$2.88M
4
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$2.59M
5
DIS icon
Walt Disney
DIS
+$2.2M

Sector Composition

1 Consumer Discretionary 19.52%
2 Technology 15.14%
3 Communication Services 6.46%
4 Real Estate 3.78%
5 Financials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.08%
333,146
+332,600
27
$13.4M 1.07%
51,612
+2,966
28
$12.3M 0.98%
95,809
+38,335
29
$11.9M 0.95%
116,908
+6,156
30
$11.5M 0.92%
191,880
+186,560
31
$11.5M 0.91%
102,626
-3,695
32
$11M 0.88%
212,920
+28,763
33
$11M 0.88%
401,203
-14,252
34
$10.4M 0.83%
49,863
-5,478
35
$8.03M 0.64%
72,041
+71,723
36
$7.27M 0.58%
43,612
+43,441
37
$7.23M 0.58%
185,209
+108,655
38
$7.03M 0.56%
172,150
-53,845
39
$6.84M 0.54%
245,075
-6,873
40
$6.17M 0.49%
60,425
+60,201
41
$6.02M 0.48%
51,834
+1,214
42
$5.96M 0.47%
56,372
-4,538
43
$5.91M 0.47%
59,747
-19,360
44
$5.66M 0.45%
8,288
+8,181
45
$5.31M 0.42%
22,126
+1,978
46
$5.21M 0.41%
37,800
+930
47
$5.11M 0.41%
146,808
+146,493
48
$5.04M 0.4%
12,153
+12,086
49
$4.89M 0.39%
7,399
+1,088
50
$4.85M 0.39%
19,357
+6,198
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