GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
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 15.17%
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
1201
– –
-30
1202
– –
-1,218
1203
– –
-600
1204
– –
-239
1205
– –
-6,119
1206
– –
-548
1207
– –
-692
1208
– –
-1
1209
– –
-267
1210
– –
0
1211
– –
-1,600
1212
– –
-2,152
1213
– –
-186
1214
– –
-124
1215
– –
-8
1216
– –
-2
1217
– –
-237
1218
– –
-1
1219
– –
-3
1220
– –
-1
1221
– –
-2
1222
– –
-1,200
1223
– –
-1
1224
– –
-1
1225
– –
-1
47 48
49
50 51