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
$1.27B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.73M
3
+$2.63M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$1.78M

Top Sells

1
+$4.3M
2
+$4.03M
3
+$3.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$2.42M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 12.5%
3 Communication Services 4.75%
4 Real Estate 2.06%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$223K 0.02%
+6,620
227
$222K 0.02%
+577
228
$221K 0.02%
979
-124
229
$214K 0.02%
+3,225
230
$212K 0.02%
616
231
$209K 0.02%
2,124
-560
232
$205K 0.02%
23,500
+300
233
$200K 0.02%
+9,060
234
$200K 0.02%
839
-139
235
$186K 0.01%
+11,535
236
$180K 0.01%
10,120
-500
237
$163K 0.01%
12,958
-3,732
238
$155K 0.01%
27,207
-21,156
239
$118K 0.01%
19,041
+1
240
$116K 0.01%
13,770
-580
241
$108K 0.01%
11,868
+12
242
$91.2K 0.01%
13,103
+10
243
$44.4K ﹤0.01%
11,000
244
$41.6K ﹤0.01%
10,584
245
$25.4K ﹤0.01%
11,750
246
$19.1K ﹤0.01%
13,555
247
$17.5K ﹤0.01%
10,000
-12,613
248
$11.5K ﹤0.01%
10,874
249
$7.5K ﹤0.01%
+25
250
– –
0
7 8 9
10
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