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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.14B
1-Year Est. Return 22.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.63%
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
1101
– –
-250
1102
– –
-70
1103
– –
-400
1104
– –
-1
1105
– –
-3
1106
– –
-489
1107
– –
-442
1108
– –
-162
1109
– –
-185
1110
– –
-30
1111
– –
-216
1112
– –
-82
1113
– –
-173
1114
– –
-483
1115
– –
-1
1116
– –
-2
1117
– –
-6
1118
– –
-102
1119
– –
-2,293
1120
– –
-85
1121
– –
-834
1122
– –
-250
1123
– –
-400
1124
– –
-10
1125
– –
-12
43 44
45
46 47