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
$773M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.2M
3
+$6.99M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.7M
5
XYZ
Block Inc
XYZ
+$5.57M

Top Sells

1
+$554M
2
+$475M
3
+$427M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$361M
5
ITB icon
iShares US Home Construction ETF
ITB
+$350M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.19%
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%
22
-8,040
477
$22K ﹤0.01%
+181
478
$22K ﹤0.01%
+162
479
$22K ﹤0.01%
+670
480
$22K ﹤0.01%
+185
481
$22K ﹤0.01%
+104
482
$22K ﹤0.01%
+2,265
483
$22K ﹤0.01%
+189
484
$22K ﹤0.01%
+2,293
485
$22K ﹤0.01%
+420
486
$22K ﹤0.01%
+251
487
$21K ﹤0.01%
+458
488
$21K ﹤0.01%
+83
489
$21K ﹤0.01%
+2,116
490
$21K ﹤0.01%
+379
491
$21K ﹤0.01%
+116
492
$21K ﹤0.01%
105
-5,510
493
$21K ﹤0.01%
21
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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%
+90
500
$20K ﹤0.01%
+130
18 19
20
21 22