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
201
$314K 0.03%
4,100
+4,082
202
$308K 0.02%
3,070
+2,885
203
$305K 0.02%
5,390
+5,285
204
$304K 0.02%
1,458
+158
205
$303K 0.02%
3,245
+4
206
$303K 0.02%
2,061
+101
207
$301K 0.02%
2,592
+385
208
$297K 0.02%
14,321
-78
209
$295K 0.02%
7,599
+7,569
210
$291K 0.02%
1,399
-175
211
$291K 0.02%
1,679
+1,668
212
$287K 0.02%
610
+608
213
$286K 0.02%
1,404
+60
214
$282K 0.02%
1,366
-100
215
$281K 0.02%
608
+13
216
$279K 0.02%
3,850
-960
217
$279K 0.02%
4,553
218
$276K 0.02%
6,116
+6,113
219
$275K 0.02%
7,327
-2,093
220
$275K 0.02%
2,349
-527
221
$274K 0.02%
1,676
+384
222
$273K 0.02%
7,871
+7,870
223
$267K 0.02%
12,614
+12,582
224
$262K 0.02%
2,241
+327
225
$257K 0.02%
475
+473
7 8
9
10 11