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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
1201
– –
-2
1202
– –
-2
1203
– –
-1,161
1204
– –
-9,848
1205
– –
-8,508
1206
– –
-163
1207
– –
-4
1208
– –
-2,116
1209
– –
-2,265
1210
– –
-400
1211
– –
-100
1212
– –
-225
1213
– –
-117
1214
– –
-476
1215
– –
-1,100
1216
– –
-1
1217
– –
-201
1218
– –
-666
1219
– –
-40
1220
– –
-83
1221
– –
-50
1222
– –
-143
1223
– –
-434
1224
– –
-8
1225
– –
-1,673
47 48
49
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