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
$773M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.2M
3
+$6.99M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.7M
5
XYZ
Block Inc
XYZ
+$5.57M

Top Sells

1
+$554M
2
+$475M
3
+$427M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$361M
5
ITB icon
iShares US Home Construction ETF
ITB
+$350M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.19%
3 Communication Services 8.84%
4 Healthcare 3.11%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$110K 0.01%
+2,150
227
$109K 0.01%
+1,061
228
$108K 0.01%
+1,264
229
$108K 0.01%
+2,080
230
$106K 0.01%
+1,500
231
$106K 0.01%
+281
232
$105K 0.01%
+2,580
233
$104K 0.01%
+464
234
$103K 0.01%
+927
235
$103K 0.01%
+600
236
$102K 0.01%
102
-28,575
237
$101K 0.01%
+252
238
$100K 0.01%
+954
239
$100K 0.01%
+4,525
240
$98K 0.01%
3,015
-10,150
241
$98K 0.01%
+3,800
242
$98K 0.01%
+1,812
243
$96K 0.01%
96
-16,481
244
$96K 0.01%
+240
245
$95K 0.01%
+733
246
$92K 0.01%
+1,517
247
$91K 0.01%
+1,469
248
$90K 0.01%
+933
249
$90K 0.01%
+367
250
$90K 0.01%
+1,545
8 9
10
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