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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$7.85M
3
+$5.67M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M

Top Sells

1
+$18.6M
2
+$5.49M
3
+$5.08M
4
LPLA icon
LPL Financial
LPLA
+$4.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.27M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.2M 0.97%
282,487
+18,346
27
$20.4M 0.89%
373,892
+22,464
28
$19.5M 0.85%
80,355
+79,448
29
$19.2M 0.84%
882,506
+61,530
30
$17.9M 0.78%
107,753
+6,300
31
$17.7M 0.77%
184,998
+10,329
32
$17M 0.74%
585,416
+16,381
33
$16.7M 0.72%
351,713
+27,750
34
$16.3M 0.71%
123,664
+5,656
35
$15.8M 0.69%
387,972
+20,256
36
$15.6M 0.68%
449,416
-158,551
37
$14.9M 0.65%
223,568
+6,527
38
$14.7M 0.64%
37,767
+303
39
$14.5M 0.63%
28,409
+2,347
40
$14.1M 0.61%
143,401
+39,159
41
$13.9M 0.6%
23,728
-10
42
$13.8M 0.6%
123,515
+356
43
$13.4M 0.58%
266,807
+22,838
44
$12.8M 0.56%
74,415
+2,538
45
$12.2M 0.53%
417,388
-20,418
46
$12.2M 0.53%
78,136
+805
47
$11.3M 0.49%
193,499
-3,098
48
$11M 0.48%
124,079
-2,039
49
$10.9M 0.47%
436,953
+19,639
50
$10.3M 0.45%
253,856
+4,280
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