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
176
$409K 0.03%
1,626
+81
177
$407K 0.03%
4,387
+951
178
$397K 0.03%
2,247
-252
179
$397K 0.03%
9,293
+9,289
180
$392K 0.03%
9,072
-1,023
181
$386K 0.03%
13,061
-1,122
182
$382K 0.03%
2,574
-43
183
$370K 0.03%
5,840
+1,041
184
$369K 0.03%
4,029
-1
185
$368K 0.03%
7,042
+7,038
186
$361K 0.03%
6,958
-4,697
187
$360K 0.03%
29,250
188
$349K 0.03%
1,898
-3,119
189
$348K 0.03%
17,024
+2,440
190
$342K 0.03%
9,379
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191
$338K 0.03%
3,879
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192
$331K 0.03%
2,854
+2,849
193
$325K 0.03%
3,888
+3,883
194
$324K 0.03%
1,260
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195
$324K 0.03%
2,128
-857
196
$324K 0.03%
17,841
+17,825
197
$323K 0.03%
901
+884
198
$323K 0.03%
4,546
199
$322K 0.03%
782
+34
200
$317K 0.03%
3,700
6 7
8
9 10