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
401
$30K ﹤0.01%
+150
402
$29K ﹤0.01%
+1,251
403
$29K ﹤0.01%
+1,161
404
$29K ﹤0.01%
+476
405
$29K ﹤0.01%
+2,528
406
$29K ﹤0.01%
+288
407
$29K ﹤0.01%
+287
408
$29K ﹤0.01%
+861
409
$29K ﹤0.01%
+780
410
$29K ﹤0.01%
+1,974
411
$29K ﹤0.01%
+1,000
412
$29K ﹤0.01%
+2,602
413
$29K ﹤0.01%
+239
414
$29K ﹤0.01%
+2,163
415
$29K ﹤0.01%
+1,692
416
$29K ﹤0.01%
+547
417
$29K ﹤0.01%
+1,442
418
$29K ﹤0.01%
+427
419
$28K ﹤0.01%
+88
420
$28K ﹤0.01%
+43
421
$28K ﹤0.01%
+364
422
$28K ﹤0.01%
+162
423
$28K ﹤0.01%
+1,200
424
$28K ﹤0.01%
+222
425
$28K ﹤0.01%
+28
15 16
17
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