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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$7.85M
3
+$5.67M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M

Top Sells

1
+$18.6M
2
+$5.49M
3
+$5.08M
4
LPLA icon
LPL Financial
LPLA
+$4.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.27M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$244K 0.01%
3,471
-38
252
$244K 0.01%
+3,389
253
$242K 0.01%
1,071
-11
254
$242K 0.01%
3,716
+10
255
$238K 0.01%
3,141
-729
256
$236K 0.01%
6,908
+488
257
$236K 0.01%
7,301
+132
258
$234K 0.01%
9,241
-7,823
259
$232K 0.01%
1,254
-45
260
$230K 0.01%
1,378
+205
261
$230K 0.01%
4,546
+208
262
$223K 0.01%
3,759
-983
263
$222K 0.01%
+675
264
$222K 0.01%
+2,482
265
$219K 0.01%
592
+24
266
$215K 0.01%
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267
$215K 0.01%
3,716
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268
$214K 0.01%
9,091
-3,686
269
$214K 0.01%
4,849
+248
270
$213K 0.01%
+3,653
271
$212K 0.01%
+3,642
272
$210K 0.01%
759
+37
273
$209K 0.01%
5,439
+84
274
$202K 0.01%
+1,841
275
$201K 0.01%
1,097
+44
9 10
11
12 13