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
576
$13K ﹤0.01%
+35
577
$13K ﹤0.01%
85
-2,045
578
$13K ﹤0.01%
+448
579
$13K ﹤0.01%
13
-1,964
580
$13K ﹤0.01%
+522
581
$13K ﹤0.01%
+41
582
$13K ﹤0.01%
+117
583
$13K ﹤0.01%
+89
584
$13K ﹤0.01%
+80
585
$13K ﹤0.01%
+50
586
$12K ﹤0.01%
+250
587
$12K ﹤0.01%
+38
588
$12K ﹤0.01%
+400
589
$12K ﹤0.01%
+562
590
$12K ﹤0.01%
+489
591
$12K ﹤0.01%
+82
592
$12K ﹤0.01%
+250
593
$12K ﹤0.01%
72
-12,474
594
$12K ﹤0.01%
12
-2,563
595
$12K ﹤0.01%
+228
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
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