GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+1.57%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(+7.2%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
6.28%
Top 10 Holdings %
Top 10 Hldgs %
46.51%
Holding
126
New
16
Increased
51
Reduced
41
Closed
12
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$5.73M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.64M |
| 3 |
iShares Select Dividend ETF
DVY
|
$2.72M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$2.34M |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
$1.85M |
Top Sells
| 1 |
DigitalBridge
DBRG
|
$5.65M |
| 2 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$4.06M |
| 3 |
Meta Platforms (Facebook)
META
|
$3.23M |
| 4 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.11M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.08M |
Sector Composition
| 1 | Technology | 13.47% |
| 2 | Communication Services | 12.38% |
| 3 | Consumer Discretionary | 8.18% |
| 4 | Industrials | 5.17% |
| 5 | Financials | 2.3% |
