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
626
– –
-1,700
627
– –
-425
628
– –
-5,975
629
– –
0
630
– –
-8
631
– –
-222
632
– –
-14
633
– –
-178
634
– –
-1
635
– –
-26
636
– –
-1
637
– –
-2,080
638
– –
-60
639
– –
-66
640
– –
-8
641
– –
0
642
– –
-11
643
– –
-1
644
– –
-1,717
645
– –
-5
646
– –
-87
647
– –
-1,900
648
– –
-2,100
649
– –
-880
650
– –
-218
24 25
26
27 28