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
$1.13B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$11.8M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.44M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$7.92M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.39M
5
ITB icon
iShares US Home Construction ETF
ITB
+$7.3M

Sector Composition

1 Technology 12.07%
2 Consumer Discretionary 10.35%
3 Communication Services 4.79%
4 Real Estate 2.77%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 1.12%
145,468
-17,668
27
$12.4M 1.1%
39,232
-1,431
28
$12.4M 1.1%
147,172
-13,322
29
$12M 1.06%
188,324
+4,398
30
$11.8M 1.05%
+305,679
31
$11.8M 1.04%
244,930
+9,805
32
$11.3M 1.01%
570,933
-10,374
33
$11.1M 0.98%
200,317
-51,893
34
$10.8M 0.96%
150,078
-151,546
35
$9.93M 0.88%
268,958
+19,152
36
$9.75M 0.87%
133,701
+32,713
37
$9.44M 0.84%
+206,913
38
$9.34M 0.83%
113,644
-135,420
39
$8.24M 0.73%
+258,971
40
$7.97M 0.71%
+72,941
41
$7.93M 0.7%
106,428
+18,172
42
$7.16M 0.64%
26,902
-4,130
43
$7.07M 0.63%
95,281
-38,593
44
$6.98M 0.62%
+465,959
45
$6.4M 0.57%
65,119
-23,284
46
$6.28M 0.56%
14,635
-6,244
47
$6.21M 0.55%
16,233
+5,027
48
$6.17M 0.55%
60,838
+8,145
49
$6.14M 0.54%
45,256
-644
50
$5.9M 0.52%
15,357
+319
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