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
351
$40K 0.01%
+398
352
$39K 0.01%
+70
353
$39K 0.01%
39
-48,063
354
$39K 0.01%
+100
355
$39K 0.01%
+110
356
$38K ﹤0.01%
+229
357
$38K ﹤0.01%
+355
358
$37K ﹤0.01%
+181
359
$37K ﹤0.01%
+435
360
$37K ﹤0.01%
+70
361
$37K ﹤0.01%
37
-60,148
362
$37K ﹤0.01%
+1,107
363
$36K ﹤0.01%
36
-4,470
364
$36K ﹤0.01%
353
-2,776
365
$36K ﹤0.01%
+700
366
$36K ﹤0.01%
+1,092
367
$35K ﹤0.01%
+173
368
$35K ﹤0.01%
+1,600
369
$35K ﹤0.01%
+602
370
$35K ﹤0.01%
+540
371
$35K ﹤0.01%
+4,693
372
$34K ﹤0.01%
+120
373
$34K ﹤0.01%
+932
374
$34K ﹤0.01%
+437
375
$34K ﹤0.01%
34
-105,716
13 14
15
16 17