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
$1.27B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.73M
3
+$2.63M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$1.78M

Top Sells

1
+$4.3M
2
+$4.03M
3
+$3.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$2.42M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 12.5%
3 Communication Services 4.75%
4 Real Estate 2.06%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 1.02%
395,232
-18,823
27
$12.8M 1.01%
320,169
+14,490
28
$12.6M 1%
201,088
+12,764
29
$12M 0.95%
156,077
-5,694
30
$11.2M 0.89%
38,001
-1,231
31
$10.9M 0.86%
150,150
+72
32
$10.7M 0.84%
539,188
-31,745
33
$10.5M 0.83%
180,114
-20,203
34
$10.4M 0.82%
133,907
+206
35
$10.2M 0.8%
272,086
+3,128
36
$9.96M 0.79%
118,479
+4,835
37
$9.03M 0.71%
90,173
-42,934
38
$8.95M 0.71%
275,408
+16,437
39
$8.74M 0.69%
74,260
+1,319
40
$8.72M 0.69%
27,173
+271
41
$8.45M 0.67%
113,132
+6,704
42
$8.44M 0.67%
496,645
+30,686
43
$7.78M 0.62%
166,238
-40,675
44
$7.51M 0.59%
85,473
-9,808
45
$7.13M 0.56%
287,657
+71,856
46
$6.59M 0.52%
16,085
-148
47
$6.53M 0.52%
64,503
-616
48
$6.38M 0.5%
15,530
+173
49
$6.08M 0.48%
127,931
+7,612
50
$5.92M 0.47%
14,342
-293
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