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
376
$33K ﹤0.01%
+266
377
$33K ﹤0.01%
+697
378
$33K ﹤0.01%
33
-4,054
379
$33K ﹤0.01%
+145
380
$33K ﹤0.01%
+600
381
$33K ﹤0.01%
+634
382
$32K ﹤0.01%
+247
383
$32K ﹤0.01%
+726
384
$32K ﹤0.01%
+600
385
$32K ﹤0.01%
+548
386
$32K ﹤0.01%
+32
387
$32K ﹤0.01%
+2,060
388
$32K ﹤0.01%
32
-4,208
389
$32K ﹤0.01%
+1,421
390
$32K ﹤0.01%
+26
391
$31K ﹤0.01%
+666
392
$31K ﹤0.01%
+1,149
393
$31K ﹤0.01%
+796
394
$31K ﹤0.01%
+852
395
$31K ﹤0.01%
+2,152
396
$31K ﹤0.01%
+152
397
$31K ﹤0.01%
+3,788
398
$31K ﹤0.01%
+225
399
$30K ﹤0.01%
+692
400
$30K ﹤0.01%
+30
14 15
16
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