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
$2.59B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.7M
3
+$14.6M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$10M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.58M

Top Sells

1
+$24.6M
2
+$5.78M
3
+$4.09M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.77M
5
NVO icon
Novo Nordisk
NVO
+$3.57M

Sector Composition

1 Technology 14.17%
2 Consumer Discretionary 5.47%
3 Communication Services 5.24%
4 Financials 1.66%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSG icon
251
Republic Services
RSG
$68.6B
$320K 0.01%
1,295
+102
AVUS icon
252
Avantis US Equity ETF
AVUS
$9.67B
$316K 0.01%
3,132
CSCO icon
253
Cisco
CSCO
$277B
$311K 0.01%
4,482
-194
COIN icon
254
Coinbase
COIN
$86.3B
$308K 0.01%
+879
VBR icon
255
Vanguard Small-Cap Value ETF
VBR
$31B
$307K 0.01%
1,573
-45
TOST icon
256
Toast
TOST
$21.9B
$301K 0.01%
6,795
-3,370
SPIP icon
257
SPDR Portfolio TIPS ETF
SPIP
$988M
$300K 0.01%
11,518
+1,297
IWO icon
258
iShares Russell 2000 Growth ETF
IWO
$13.1B
$300K 0.01%
1,049
-21
VHT icon
259
Vanguard Health Care ETF
VHT
$15.9B
$294K 0.01%
1,182
-160
TIP icon
260
iShares TIPS Bond ETF
TIP
$13.9B
$292K 0.01%
+2,651
BSX icon
261
Boston Scientific
BSX
$147B
$291K 0.01%
2,711
+99
CGMS icon
262
Capital Group US Multi-Sector Income ETF
CGMS
$3.31B
$290K 0.01%
10,494
-3,021
ZIP icon
263
ZipRecruiter
ZIP
$366M
$290K 0.01%
57,828
SPYD icon
264
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.26B
$287K 0.01%
6,754
-383
ABT icon
265
Abbott
ABT
$224B
$284K 0.01%
2,086
+179
MMC icon
266
Marsh & McLennan
MMC
$92.9B
$282K 0.01%
1,289
+17
SPGI icon
267
S&P Global
SPGI
$144B
$282K 0.01%
534
+33
SPDW icon
268
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$281K 0.01%
6,942
+109
T icon
269
AT&T
T
$188B
$280K 0.01%
9,658
+285
HOOD icon
270
Robinhood
HOOD
$115B
$276K 0.01%
+2,952
AEE icon
271
Ameren
AEE
$28.5B
$272K 0.01%
2,828
+1
MMM icon
272
3M
MMM
$81.3B
$270K 0.01%
1,772
+8
AMT icon
273
American Tower
AMT
$89.6B
$264K 0.01%
1,193
+80
QUAL icon
274
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$263K 0.01%
1,437
-628
ARM icon
275
Arm
ARM
$175B
$261K 0.01%
+1,615
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