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
526
$18K ﹤0.01%
+385
527
$18K ﹤0.01%
+440
528
$18K ﹤0.01%
18
-4,207
529
$18K ﹤0.01%
+510
530
$18K ﹤0.01%
+519
531
$18K ﹤0.01%
+178
532
$17K ﹤0.01%
+478
533
$17K ﹤0.01%
+606
534
$17K ﹤0.01%
+510
535
$17K ﹤0.01%
17
-780
536
$17K ﹤0.01%
+100
537
$17K ﹤0.01%
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538
$17K ﹤0.01%
+124
539
$17K ﹤0.01%
+349
540
$16K ﹤0.01%
+1,421
541
$16K ﹤0.01%
+200
542
$16K ﹤0.01%
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543
$16K ﹤0.01%
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544
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+400
545
$16K ﹤0.01%
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546
$16K ﹤0.01%
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547
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+189
548
$16K ﹤0.01%
+186
549
$16K ﹤0.01%
+480
550
$16K ﹤0.01%
16
-4,487
20 21
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