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
$1.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.7M
3
+$20.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$15.6M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$14M

Top Sells

1
+$12.5M
2
+$9.96M
3
+$7.31M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$4.5M
5
CCI icon
Crown Castle
CCI
+$3.09M

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 12.21%
3 Communication Services 4.57%
4 Real Estate 1.42%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$78.9K 0.01%
12,730
-373
252
$66K ﹤0.01%
11,000
253
$34.1K ﹤0.01%
10,584
254
$21.7K ﹤0.01%
+529
255
$20.8K ﹤0.01%
11,750
256
$14.8K ﹤0.01%
13,555
257
$12.5K ﹤0.01%
10,874
258
$11.7K ﹤0.01%
+500
259
$5.27K ﹤0.01%
24
-1
260
– –
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261
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-10,000
262
– –
-2,338
263
– –
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264
– –
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265
– –
-979
266
– –
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267
– –
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268
– –
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269
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270
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271
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272
– –
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273
– –
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274
– –
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275
– –
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7 8 9 10
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