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
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%
+400
561
$15K ﹤0.01%
+943
562
$15K ﹤0.01%
+206
563
$15K ﹤0.01%
+4
564
$15K ﹤0.01%
+224
565
$15K ﹤0.01%
+185
566
$14K ﹤0.01%
+50
567
$14K ﹤0.01%
+177
568
$14K ﹤0.01%
+74
569
$14K ﹤0.01%
+89
570
$14K ﹤0.01%
+111
571
$14K ﹤0.01%
+423
572
$14K ﹤0.01%
+878
573
$14K ﹤0.01%
+287
574
$14K ﹤0.01%
+106
575
$13K ﹤0.01%
+1,173
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