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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$7.85M
3
+$5.67M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M

Top Sells

1
+$18.6M
2
+$5.49M
3
+$5.08M
4
LPLA icon
LPL Financial
LPLA
+$4.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.27M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$319K 0.01%
557
+128
227
$312K 0.01%
9,202
-1,440
228
$311K 0.01%
1,415
+67
229
$309K 0.01%
1,618
-144
230
$309K 0.01%
7,137
-1,073
231
$304K 0.01%
3,132
232
$301K 0.01%
1,493
+48
233
$301K 0.01%
4,215
+9
234
$298K 0.01%
1,035
+4
235
$297K 0.01%
1,505
+27
236
$297K 0.01%
8,359
-5,026
237
$294K 0.01%
7,363
+9
238
$292K 0.01%
1,272
-45
239
$288K 0.01%
1,091
-28
240
$284K 0.01%
4,265
-3,782
241
$274K 0.01%
14,808
+1,282
242
$272K 0.01%
4,446
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243
$269K 0.01%
2,109
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244
$268K 0.01%
1,260
+50
245
$267K 0.01%
627
-146
246
$264K 0.01%
2,007
+212
247
$260K 0.01%
896
-69
248
$256K 0.01%
1,789
-169
249
$245K 0.01%
492
+34
250
$244K 0.01%
1,861
+130
8 9
10
11 12