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
301
$58K 0.01%
+1,000
302
$58K 0.01%
58
-6,175
303
$58K 0.01%
+1,334
304
$57K 0.01%
+1,190
305
$57K 0.01%
+316
306
$57K 0.01%
+270
307
$57K 0.01%
+120
308
$56K 0.01%
+8,508
309
$55K 0.01%
+290
310
$54K 0.01%
+677
311
$54K 0.01%
+483
312
$54K 0.01%
54
-19,777
313
$54K 0.01%
+761
314
$54K 0.01%
+304
315
$54K 0.01%
+705
316
$54K 0.01%
+1,137
317
$54K 0.01%
+500
318
$53K 0.01%
53
-6,427
319
$52K 0.01%
+1,023
320
$52K 0.01%
+700
321
$52K 0.01%
+2,290
322
$50K 0.01%
+210
323
$50K 0.01%
+2,023
324
$50K 0.01%
+290
325
$49K 0.01%
+857
11 12
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