GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.55%
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 15.14%
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
1051
– –
-1,116
1052
– –
-2,688
1053
– –
-150
1054
– –
-290
1055
– –
-2
1056
– –
-270
1057
– –
0
1058
– –
-3
1059
– –
-1,100
1060
– –
-5
1061
– –
-60
1062
– –
-117
1063
– –
-709
1064
– –
-55
1065
– –
-208
1066
– –
-697
1067
– –
-60
1068
– –
-190
1069
– –
-197
1070
– –
-18,000
1071
– –
-300
1072
– –
-10
1073
– –
-1
1074
– –
-857
1075
– –
-1,000
41 42
43
44 45