GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.1M
3
+$3.97M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$3.81M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.77M

Top Sells

1
+$5.65M
2
+$3.3M
3
+$1.23M
4
IAU icon
iShares Gold Trust
IAU
+$1.12M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$851K

Sector Composition

1 Consumer Discretionary 18.68%
2 Technology 15.4%
3 Communication Services 7.54%
4 Real Estate 3.81%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$213K 0.02%
943
-191
227
$210K 0.02%
1,641
228
$209K 0.02%
+550
229
$209K 0.02%
+883
230
$207K 0.02%
16,098
231
$207K 0.02%
650
+10
232
$204K 0.02%
+2,133
233
$203K 0.02%
+13,500
234
$202K 0.02%
9,302
+30
235
$148K 0.02%
17,295
-920
236
$131K 0.01%
1,724
-315
237
$119K 0.01%
+14,227
238
$89K 0.01%
15,300
239
$79K 0.01%
2,500
240
$58K 0.01%
+1,134
241
$38K ﹤0.01%
1,000
242
$22K ﹤0.01%
+261
243
$21K ﹤0.01%
18,000
-1,538
244
$12K ﹤0.01%
+56
245
$11K ﹤0.01%
+202
246
$1K ﹤0.01%
+21
247
– –
-2,657
248
– –
-10,050
249
– –
-5,505
250
– –
-8,173
7 8 9
10
11