GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$16.2M
2
+$8.56M
3
+$7.09M
4
XYZ
Block Inc
XYZ
+$5.96M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.76M

Top Sells

1
+$34.3M
2
+$27.5M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$26.3M
5
ITB icon
iShares US Home Construction ETF
ITB
+$24.7M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.18%
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
451
$25K ﹤0.01%
+425
452
$25K ﹤0.01%
+1,317
453
$25K ﹤0.01%
+2,022
454
$25K ﹤0.01%
+1,000
455
$25K ﹤0.01%
+1,613
456
$25K ﹤0.01%
+414
457
$25K ﹤0.01%
+433
458
$24K ﹤0.01%
+425
459
$24K ﹤0.01%
+256
460
$24K ﹤0.01%
+106
461
$24K ﹤0.01%
+6
462
$24K ﹤0.01%
+135
463
$24K ﹤0.01%
+280
464
$23K ﹤0.01%
+1,000
465
$23K ﹤0.01%
+1,420
466
$23K ﹤0.01%
+481
467
$23K ﹤0.01%
23
-136,678
468
$23K ﹤0.01%
+820
469
$23K ﹤0.01%
+1,446
470
$23K ﹤0.01%
+144
471
$23K ﹤0.01%
+950
472
$23K ﹤0.01%
+1,000
473
$23K ﹤0.01%
+204
474
$22K ﹤0.01%
+251
475
$22K ﹤0.01%
+185
17 18
19
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