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
426
$28K ﹤0.01%
+390
427
$28K ﹤0.01%
+3,629
428
$28K ﹤0.01%
+513
429
$27K ﹤0.01%
+659
430
$27K ﹤0.01%
+655
431
$27K ﹤0.01%
+1,117
432
$27K ﹤0.01%
+218
433
$27K ﹤0.01%
+291
434
$27K ﹤0.01%
+1,266
435
$27K ﹤0.01%
+386
436
$27K ﹤0.01%
+1,103
437
$26K ﹤0.01%
+175
438
$26K ﹤0.01%
+722
439
$26K ﹤0.01%
+529
440
$26K ﹤0.01%
26
-10,164
441
$26K ﹤0.01%
26
-25,820
442
$26K ﹤0.01%
+237
443
$26K ﹤0.01%
18,000
444
$26K ﹤0.01%
+397
445
$26K ﹤0.01%
+2,200
446
$26K ﹤0.01%
+760
447
$26K ﹤0.01%
+325
448
$26K ﹤0.01%
+609
449
$25K ﹤0.01%
+496
450
$25K ﹤0.01%
+1,078
16 17
18
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