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
51
$4.78M 0.38%
489,926
+489,768
52
$4.62M 0.37%
234,270
+233,910
53
$4.45M 0.35%
24,591
+24,033
54
$4.44M 0.35%
13,214
+945
55
$4.17M 0.33%
25,379
+25,249
56
$4.17M 0.33%
31,604
-8,267
57
$4.12M 0.33%
160,873
-71,733
58
$4M 0.32%
66,888
+66,658
59
$3.92M 0.31%
24,997
+606
60
$3.83M 0.3%
40,483
-105,939
61
$3.8M 0.3%
18,603
-862
62
$3.65M 0.29%
15,804
-1,287
63
$3.54M 0.28%
19,383
+19,329
64
$3.52M 0.28%
24,280
-540
65
$3.37M 0.27%
7,104
-214
66
$3.35M 0.27%
4,202
+743
67
$3.24M 0.26%
37,423
+37,321
68
$3.24M 0.26%
10,841
-72
69
$3.23M 0.26%
40,844
+40,548
70
$3.19M 0.25%
2,363
+2,007
71
$3.16M 0.25%
+270,674
72
$3.08M 0.24%
19,285
-13,276
73
$2.96M 0.24%
58,729
+58,570
74
$2.91M 0.23%
20,505
+9,079
75
$2.88M 0.23%
183,935
+183,865
1 2
3
4 5