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
601
$12K ﹤0.01%
+1,262
602
$11K ﹤0.01%
+238
603
$11K ﹤0.01%
+300
604
$11K ﹤0.01%
+300
605
$11K ﹤0.01%
+130
606
$11K ﹤0.01%
+80
607
$11K ﹤0.01%
+500
608
$11K ﹤0.01%
+1,100
609
$11K ﹤0.01%
+112
610
$11K ﹤0.01%
13
-870
611
$11K ﹤0.01%
+11
612
$11K ﹤0.01%
+11
613
$11K ﹤0.01%
11
-9,568
614
$11K ﹤0.01%
+37
615
$10K ﹤0.01%
+85
616
$10K ﹤0.01%
+1,000
617
$10K ﹤0.01%
+500
618
$10K ﹤0.01%
+1,400
619
$10K ﹤0.01%
+28
620
$10K ﹤0.01%
163
-39
621
$10K ﹤0.01%
+300
622
$10K ﹤0.01%
+150
623
$10K ﹤0.01%
+167
624
$10K ﹤0.01%
+50
625
$10K ﹤0.01%
+124
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