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
151
$522K 0.04%
11,735
+2,729
152
$512K 0.04%
16,191
+16,170
153
$506K 0.04%
6,786
+6,753
154
$496K 0.04%
3,452
+374
155
$490K 0.04%
976
-184
156
$487K 0.04%
+28,370
157
$485K 0.04%
9,500
+2,074
158
$483K 0.04%
1,411
-2,959
159
$480K 0.04%
8,189
-461
160
$480K 0.04%
3,162
-349
161
$477K 0.04%
+13,492
162
$474K 0.04%
1,211
+1,189
163
$466K 0.04%
2,799
+101
164
$458K 0.04%
9,214
+1,385
165
$441K 0.04%
+15,068
166
$434K 0.03%
22,391
+22,351
167
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1,688
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168
$429K 0.03%
29,400
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169
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8,895
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170
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+25,000
171
$422K 0.03%
3,570
-100
172
$420K 0.03%
16,923
+16,687
173
$419K 0.03%
1,439
+3
174
$411K 0.03%
1,144
-20
175
$410K 0.03%
11,580
-4,200
5 6
7
8 9