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
326
$49K 0.01%
+605
327
$48K 0.01%
+854
328
$48K 0.01%
+353
329
$48K 0.01%
+834
330
$48K 0.01%
48
-5,022
331
$48K 0.01%
+550
332
$46K 0.01%
+175
333
$46K 0.01%
+994
334
$45K 0.01%
+823
335
$45K 0.01%
+1,900
336
$45K 0.01%
+828
337
$44K 0.01%
+1,570
338
$44K 0.01%
44
-5,297
339
$44K 0.01%
44
-2,608
340
$44K 0.01%
45
-24,931
341
$43K 0.01%
+1,160
342
$42K 0.01%
+107
343
$42K 0.01%
+487
344
$41K 0.01%
41
-4,594
345
$41K 0.01%
+1,880
346
$41K 0.01%
+5,910
347
$41K 0.01%
+1,815
348
$41K 0.01%
+218
349
$40K 0.01%
+848
350
$40K 0.01%
40
-24,701
12 13
14
15 16