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
526
$18K ﹤0.01%
+1,015
527
$18K ﹤0.01%
+385
528
$18K ﹤0.01%
+440
529
$18K ﹤0.01%
18
-4,207
530
$18K ﹤0.01%
+728
531
$18K ﹤0.01%
+178
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$17K ﹤0.01%
+124
533
$17K ﹤0.01%
+349
534
$17K ﹤0.01%
+478
535
$17K ﹤0.01%
+606
536
$17K ﹤0.01%
+510
537
$17K ﹤0.01%
17
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538
$17K ﹤0.01%
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539
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540
$16K ﹤0.01%
+400
541
$16K ﹤0.01%
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545
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546
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547
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548
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549
$16K ﹤0.01%
+480
550
$16K ﹤0.01%
16
-4,487
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