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
451
$25K ﹤0.01%
+1,613
452
$25K ﹤0.01%
+414
453
$25K ﹤0.01%
+433
454
$25K ﹤0.01%
+425
455
$25K ﹤0.01%
+1,317
456
$25K ﹤0.01%
+2,022
457
$25K ﹤0.01%
+1,000
458
$24K ﹤0.01%
+256
459
$24K ﹤0.01%
+280
460
$24K ﹤0.01%
+106
461
$24K ﹤0.01%
+6
462
$24K ﹤0.01%
+135
463
$24K ﹤0.01%
+425
464
$23K ﹤0.01%
+1,000
465
$23K ﹤0.01%
+820
466
$23K ﹤0.01%
+1,446
467
$23K ﹤0.01%
+144
468
$23K ﹤0.01%
+1,420
469
$23K ﹤0.01%
+481
470
$23K ﹤0.01%
+950
471
$23K ﹤0.01%
+1,000
472
$23K ﹤0.01%
+204
473
$23K ﹤0.01%
23
-136,678
474
$22K ﹤0.01%
+919
475
$22K ﹤0.01%
+22
17 18
19
20 21