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
776
– –
-3
777
– –
-44
778
– –
-1
779
– –
-919
780
– –
-2
781
– –
-7
782
– –
-1
783
– –
-1
784
– –
-1
785
– –
-2
786
– –
-5
787
– –
-2
788
– –
-1
789
– –
-1
790
– –
-2
791
– –
-2
792
– –
-8
793
– –
-2
794
– –
-237
795
– –
-1
796
– –
-3
797
– –
-1
798
– –
-2
799
– –
-1,200
800
– –
-1
30 31
32
33 34