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
276
$185K 0.01%
+18,924
277
$176K 0.01%
1,103
+167
278
$159K 0.01%
+1,595
279
$157K 0.01%
16,000
280
$113K ﹤0.01%
+4,990
281
$55.7K ﹤0.01%
+69,148
282
$55.4K ﹤0.01%
14,014
-14,317
283
$14.2K ﹤0.01%
+11,750
284
– –
-10,122
285
– –
-990
286
– –
-2,608
287
– –
-312
288
– –
-1,010
289
– –
-3,825
290
– –
-33,235
291
– –
-459
292
– –
-1,642
293
– –
-8,410
294
– –
-12,840
295
– –
-5,980
296
– –
-262
297
– –
-81,937
298
– –
-1,527
299
– –
-1,561
300
– –
-1,099
9 10 11
12
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