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
276
$70K 0.01%
70
-185,160
277
$69K 0.01%
+216
278
$68K 0.01%
+948
279
$67K 0.01%
67
-3,850
280
$67K 0.01%
+100
281
$67K 0.01%
67
-6,678
282
$66K 0.01%
+853
283
$66K 0.01%
+547
284
$66K 0.01%
+750
285
$65K 0.01%
+1,500
286
$65K 0.01%
+1,496
287
$65K 0.01%
+728
288
$64K 0.01%
+1,100
289
$64K 0.01%
+1,415
290
$62K 0.01%
+826
291
$61K 0.01%
+951
292
$60K 0.01%
+335
293
$60K 0.01%
2,500
294
$60K 0.01%
+864
295
$60K 0.01%
+433
296
$59K 0.01%
+25
297
$59K 0.01%
+1,039
298
$59K 0.01%
+2,776
299
$59K 0.01%
+4,366
300
$59K 0.01%
+5,975
10 11
12
13 14