GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.1M
3
+$3.97M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.81M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.77M

Top Sells

1
+$5.65M
2
+$3.3M
3
+$1.23M
4
IAU icon
iShares Gold Trust
IAU
+$1.12M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$851K

Sector Composition

1 Consumer Discretionary 18.68%
2 Technology 15.4%
3 Communication Services 7.54%
4 Real Estate 3.81%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 1.18%
85,064
+9,605
27
$11.4M 1.16%
338,006
+36,320
28
$11.3M 1.15%
153,686
+9,313
29
$10.4M 1.06%
192,064
+53,887
30
$10.1M 1.03%
51,832
+2,619
31
$9.47M 0.97%
53,071
+3,961
32
$9.12M 0.93%
47,764
+300
33
$8.48M 0.87%
16,049
+851
34
$7.08M 0.72%
210,116
-33,121
35
$6.45M 0.66%
53,376
-1,136
36
$6.09M 0.62%
59,526
+20,172
37
$5.93M 0.61%
+210,856
38
$5.91M 0.6%
147,722
-82,408
39
$5.76M 0.59%
40,055
-604
40
$5.42M 0.55%
80,899
+5,843
41
$5.15M 0.53%
46,029
+2,682
42
$5.1M 0.52%
+227,514
43
$4.74M 0.48%
474,868
+35,012
44
$4.6M 0.47%
31,500
+300
45
$4.51M 0.46%
46,941
+41,252
46
$4.25M 0.43%
2,731
+319
47
$4.1M 0.42%
23,194
-644
48
$4.04M 0.41%
16,081
+197
49
$3.99M 0.41%
27,411
+7,645
50
$3.88M 0.4%
32,459
+4,857
1
2
3 4 5