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
126
$808K 0.06%
9,194
-11,428
127
$803K 0.06%
7,565
+7,533
128
$791K 0.06%
7,795
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129
$782K 0.06%
37,847
+8,852
130
$755K 0.06%
1,942
+1,929
131
$752K 0.06%
1,723
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132
$747K 0.06%
3,965
+967
133
$746K 0.06%
4,365
+4,317
134
$735K 0.06%
18,246
-100
135
$730K 0.06%
2,644
+96
136
$711K 0.06%
6,920
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137
$709K 0.06%
5,107
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138
$706K 0.06%
25,012
-37,870
139
$695K 0.06%
5,133
+80
140
$675K 0.05%
4,129
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141
$673K 0.05%
2,789
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142
$668K 0.05%
2,972
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143
$652K 0.05%
21,436
-1,864
144
$645K 0.05%
2,201
+2,157
145
$639K 0.05%
4,226
+3,066
146
$612K 0.05%
13,017
+329
147
$568K 0.05%
864
-30
148
$562K 0.04%
29,844
+1,236
149
$547K 0.04%
5,785
-963
150
$527K 0.04%
1,802
+66
4 5
6
7 8