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
$1.13B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$11.8M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.44M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$7.92M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.39M
5
ITB icon
iShares US Home Construction ETF
ITB
+$7.3M

Sector Composition

1 Technology 12.07%
2 Consumer Discretionary 10.35%
3 Communication Services 4.79%
4 Real Estate 2.77%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$219K 0.02%
1,024
-313
227
$219K 0.02%
+1,150
228
$217K 0.02%
1,103
-70
229
$213K 0.02%
+5,079
230
$213K 0.02%
+7,008
231
$212K 0.02%
+1,689
232
$208K 0.02%
+972
233
$206K 0.02%
+616
234
$203K 0.02%
23,200
-5,000
235
$201K 0.02%
+6,500
236
$197K 0.02%
10,710
+6,835
237
$194K 0.02%
16,690
+3,509
238
$179K 0.02%
10,420
-10,283
239
$128K 0.01%
19,040
+5,000
240
$92.1K 0.01%
14,350
-62
241
$91.5K 0.01%
13,093
+10
242
$87K 0.01%
10,620
243
$50.3K ﹤0.01%
+11,856
244
$47.5K ﹤0.01%
22,613
-40,000
245
$46K ﹤0.01%
10,584
246
$41.5K ﹤0.01%
+11,000
247
$27.4K ﹤0.01%
+11,750
248
$23.2K ﹤0.01%
13,555
249
$16.5K ﹤0.01%
10,874
250
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0
7 8 9
10
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