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
576
$13K ﹤0.01%
+89
577
$13K ﹤0.01%
+80
578
$13K ﹤0.01%
+900
579
$13K ﹤0.01%
+35
580
$13K ﹤0.01%
13
-1,964
581
$13K ﹤0.01%
+522
582
$13K ﹤0.01%
+41
583
$13K ﹤0.01%
+50
584
$13K ﹤0.01%
85
-2,045
585
$13K ﹤0.01%
+448
586
$12K ﹤0.01%
+400
587
$12K ﹤0.01%
+562
588
$12K ﹤0.01%
+489
589
$12K ﹤0.01%
+82
590
$12K ﹤0.01%
+250
591
$12K ﹤0.01%
72
-12,474
592
$12K ﹤0.01%
12
-2,563
593
$12K ﹤0.01%
+228
594
$12K ﹤0.01%
+38
595
$12K ﹤0.01%
+250
596
$12K ﹤0.01%
+490
597
$12K ﹤0.01%
+146
598
$12K ﹤0.01%
+75
599
$12K ﹤0.01%
+329
600
$12K ﹤0.01%
+211
22 23
24
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