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
551
$16K ﹤0.01%
+16
552
$16K ﹤0.01%
+435
553
$16K ﹤0.01%
+2,318
554
$16K ﹤0.01%
+3,727
555
$16K ﹤0.01%
+1,700
556
$16K ﹤0.01%
+1,717
557
$16K ﹤0.01%
+62
558
$15K ﹤0.01%
+267
559
$15K ﹤0.01%
+2
560
$15K ﹤0.01%
+224
561
$15K ﹤0.01%
+185
562
$15K ﹤0.01%
+400
563
$15K ﹤0.01%
+943
564
$15K ﹤0.01%
+206
565
$15K ﹤0.01%
+4
566
$14K ﹤0.01%
+878
567
$14K ﹤0.01%
+287
568
$14K ﹤0.01%
+106
569
$14K ﹤0.01%
+50
570
$14K ﹤0.01%
+177
571
$14K ﹤0.01%
+74
572
$14K ﹤0.01%
+89
573
$14K ﹤0.01%
+111
574
$14K ﹤0.01%
+423
575
$13K ﹤0.01%
85
-2,045
21 22
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