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
$1.13B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$11.8M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.44M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$7.92M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$7.39M
5
ITB icon
iShares US Home Construction ETF
ITB
+$7.3M

Sector Composition

1 Technology 12.07%
2 Consumer Discretionary 10.35%
3 Communication Services 4.79%
4 Real Estate 2.77%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$293 ﹤0.01%
+13,000
252
– –
-2,468
253
– –
-30
254
– –
-244
255
– –
-33
256
– –
-10,192
257
– –
-4,351
258
– –
-13,094
259
– –
-11,470
260
– –
-10,500
261
– –
-11,588
262
– –
-11,448
263
– –
-13,798
264
– –
-30,000
265
– –
-2,230
266
– –
-4,144
267
– –
-3,700
268
– –
-14,490
269
– –
-40,000
270
– –
-28,200
7 8 9 10
11