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
726
– –
-2
727
– –
-1
728
– –
-1
729
– –
-75
730
– –
-1
731
– –
-2
732
– –
-1
733
– –
-3
734
– –
-3
735
– –
-1
736
– –
-2
737
– –
-1
738
– –
-2
739
– –
-951
740
– –
-167
741
– –
-1
742
– –
-5
743
– –
-150
744
– –
-3
745
– –
-112
746
– –
-2
747
– –
-189
748
– –
-1
749
– –
-3
750
– –
-1
28 29
30
31 32