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
$1.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.7M
3
+$20.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$15.6M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$14M

Top Sells

1
+$12.5M
2
+$9.96M
3
+$7.31M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$4.5M
5
CCI icon
Crown Castle
CCI
+$3.09M

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 12.21%
3 Communication Services 4.57%
4 Real Estate 1.42%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.1M 0.95%
449,953
+54,721
27
$13.9M 0.94%
227,381
+26,293
28
$13.9M 0.93%
564,739
+277,082
29
$13.4M 0.9%
150,633
-356
30
$13.2M 0.89%
411,244
+135,836
31
$12.2M 0.82%
+314,119
32
$11.8M 0.79%
38,041
+40
33
$11.1M 0.75%
294,639
+22,553
34
$11.1M 0.74%
149,215
-6,862
35
$10.4M 0.69%
139,245
-10,905
36
$10.1M 0.68%
27,366
+193
37
$9.9M 0.66%
133,540
+20,408
38
$9.69M 0.65%
96,881
+6,708
39
$9.49M 0.64%
528,967
+32,322
40
$9.46M 0.64%
132,509
-1,398
41
$9.31M 0.62%
505,821
-33,367
42
$8.95M 0.6%
71,853
-2,407
43
$8.61M 0.58%
210,202
-109,967
44
$8.1M 0.54%
18,179
+2,649
45
$7.99M 0.54%
74,410
+9,907
46
$7.71M 0.52%
17,383
+1,298
47
$7.4M 0.5%
157,226
+29,295
48
$6.9M 0.46%
150,316
+31,414
49
$6.85M 0.46%
74,399
+19,793
50
$6.6M 0.44%
229,329
+60,946
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