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
$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
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.44M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$7.92M
4
SPIP icon
State Street 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%
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252
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255
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259
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265
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270
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7 8 9 10
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