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
$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
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
26
$7.07M 0.91%
79,107
+38,504
27
$6.99M 0.9%
+251,948
28
$6.71M 0.87%
57,474
+34,194
29
$5.96M 0.77%
60,910
+1,384
30
$5.66M 0.73%
39,871
-184
31
$5.59M 0.72%
50,620
+4,591
32
$5.01M 0.65%
36,870
+5,370
33
$4.73M 0.61%
19,465
+3,384
34
$4.63M 0.6%
+186,692
35
$4.27M 0.55%
24,391
+1,197
36
$4.16M 0.54%
12,269
+2,017
37
$3.92M 0.51%
20,148
+2,672
38
$3.92M 0.51%
17,091
+11,485
39
$3.61M 0.47%
6,311
+2,075
40
$3.32M 0.43%
24,820
+2,080
41
$3.27M 0.42%
3,269
-350,370
42
$3.14M 0.41%
7,318
+277
43
$3.11M 0.4%
3,109
-427,457
44
$3.05M 0.39%
3,049
-360,941
45
$3.04M 0.39%
13,159
+11,523
46
$2.98M 0.38%
10,913
+637
47
$2.87M 0.37%
76,554
+8,935
48
$2.68M 0.35%
4,662
+200
49
$2.59M 0.34%
3,459
+3,106
50
$2.38M 0.31%
10,734
-2,644
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