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
$1.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.7M
3
+$20.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$15.6M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$14M

Top Sells

1
+$12.5M
2
+$9.96M
3
+$7.31M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$4.5M
5
CCI icon
Crown Castle
CCI
+$3.09M

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 12.21%
3 Communication Services 4.57%
4 Real Estate 1.42%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$238K 0.02%
1,780
-111
227
$237K 0.02%
1,074
-56
228
$234K 0.02%
4,980
-213
229
$228K 0.02%
+2,598
230
$224K 0.02%
+1,387
231
$222K 0.01%
+6,500
232
$218K 0.01%
+4,239
233
$217K 0.01%
+3,995
234
$216K 0.01%
1,779
-3,892
235
$215K 0.01%
+6,285
236
$213K 0.01%
2,550
-73
237
$211K 0.01%
1,529
-160
238
$210K 0.01%
+1,212
239
$206K 0.01%
13,452
-318
240
$204K 0.01%
+684
241
$204K 0.01%
+9,037
242
$204K 0.01%
+4,530
243
$203K 0.01%
+2,950
244
$202K 0.01%
1,774
-350
245
$182K 0.01%
12,037
-921
246
$157K 0.01%
19,040
-1
247
$148K 0.01%
11,903
+35
248
$134K 0.01%
15,000
-8,500
249
$115K 0.01%
20,672
-6,535
250
$106K 0.01%
+2,220
7 8 9
10
11