GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$16.2M
2
+$8.56M
3
+$7.09M
4
XYZ
Block Inc
XYZ
+$5.96M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.76M

Top Sells

1
+$34.3M
2
+$27.5M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$26.3M
5
ITB icon
iShares US Home Construction ETF
ITB
+$24.7M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.18%
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
476
$22K ﹤0.01%
+104
477
$22K ﹤0.01%
+2,265
478
$22K ﹤0.01%
+189
479
$22K ﹤0.01%
+2,293
480
$22K ﹤0.01%
+420
481
$22K ﹤0.01%
+919
482
$22K ﹤0.01%
+22
483
$22K ﹤0.01%
22
-8,040
484
$22K ﹤0.01%
+181
485
$22K ﹤0.01%
+162
486
$22K ﹤0.01%
+670
487
$21K ﹤0.01%
+83
488
$21K ﹤0.01%
+2,116
489
$21K ﹤0.01%
+379
490
$21K ﹤0.01%
+116
491
$21K ﹤0.01%
105
-5,510
492
$21K ﹤0.01%
21
-18,233
493
$21K ﹤0.01%
+458
494
$21K ﹤0.01%
261
495
$21K ﹤0.01%
+156
496
$21K ﹤0.01%
+320
497
$21K ﹤0.01%
+2,100
498
$21K ﹤0.01%
+200
499
$20K ﹤0.01%
+130
500
$20K ﹤0.01%
+2,365
18 19
20
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