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
101
$1.1M 0.09%
110,050
+110,016
102
$1.08M 0.09%
2,839
-213
103
$1.06M 0.08%
21,281
-9,970
104
$1.04M 0.08%
5,224
-20
105
$1.03M 0.08%
5,791
-1,941
106
$1.01M 0.08%
8,849
+8,805
107
$1.01M 0.08%
5,878
-387
108
$1.01M 0.08%
2,837
+2,761
109
$992K 0.08%
29,034
+21,644
110
$987K 0.08%
6,070
+1,819
111
$985K 0.08%
+14,872
112
$980K 0.08%
3,057
-88
113
$972K 0.08%
14,620
+1,370
114
$959K 0.08%
3,777
+3,710
115
$948K 0.08%
3,602
+454
116
$945K 0.08%
6,274
+1,140
117
$940K 0.07%
18,623
+18,584
118
$938K 0.07%
8,700
+8,659
119
$919K 0.07%
11,371
+11,362
120
$914K 0.07%
25,440
-6,268
121
$913K 0.07%
9,840
+9,768
122
$895K 0.07%
3,278
+843
123
$863K 0.07%
20,557
+5,410
124
$854K 0.07%
1,506
-62
125
$823K 0.07%
3,388
+60
3 4
5
6 7