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
76
$2.77M 0.22%
14,671
+14,531
77
$2.69M 0.21%
40,365
-68,240
78
$2.68M 0.21%
11,095
+361
79
$2.55M 0.2%
16,113
+16,017
80
$2.33M 0.19%
9,362
+9,176
81
$2.28M 0.18%
4,014
-648
82
$2.27M 0.18%
61,862
+57,416
83
$2.13M 0.17%
54,079
+54,068
84
$2.04M 0.16%
5,265
+5,132
85
$1.99M 0.16%
33,774
+33,748
86
$1.9M 0.15%
76,308
87
$1.85M 0.15%
44,147
-2,043
88
$1.68M 0.13%
8,121
+425
89
$1.62M 0.13%
56,343
+2,133
90
$1.62M 0.13%
9,471
-2,152
91
$1.62M 0.13%
48,263
+14,358
92
$1.48M 0.12%
18,645
+18,210
93
$1.33M 0.11%
101,065
+101,060
94
$1.28M 0.1%
86,555
+50,919
95
$1.23M 0.1%
5,663
+902
96
$1.2M 0.1%
29,928
+29,758
97
$1.18M 0.09%
5,308
+5,238
98
$1.17M 0.09%
51,685
+51,648
99
$1.16M 0.09%
69,965
+69,955
100
$1.14M 0.09%
22,149
+3,002
2 3
4
5 6