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
$773M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.2M
3
+$6.99M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.7M
5
XYZ
Block Inc
XYZ
+$5.57M

Top Sells

1
+$554M
2
+$475M
3
+$427M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$361M
5
ITB icon
iShares US Home Construction ETF
ITB
+$350M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.19%
3 Communication Services 8.84%
4 Healthcare 3.11%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$90K 0.01%
+3,448
252
$89K 0.01%
+500
253
$87K 0.01%
+3,090
254
$87K 0.01%
435
-18,095
255
$86K 0.01%
+1,673
256
$86K 0.01%
+2,029
257
$86K 0.01%
+703
258
$86K 0.01%
+4,446
259
$84K 0.01%
+384
260
$83K 0.01%
+215
261
$83K 0.01%
+2,504
262
$80K 0.01%
+3,363
263
$79K 0.01%
+877
264
$78K 0.01%
13,950
-3,345
265
$78K 0.01%
+1,218
266
$78K 0.01%
+1,803
267
$78K 0.01%
+334
268
$77K 0.01%
+2,203
269
$76K 0.01%
76
-3,012
270
$73K 0.01%
+107
271
$73K 0.01%
+88
272
$73K 0.01%
+701
273
$72K 0.01%
72
-53,304
274
$70K 0.01%
+655
275
$70K 0.01%
70
-2,584
9 10
11
12 13