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
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%
58,454
+3,078
30
$11.5M 0.92%
19,188
+18,656
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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