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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.14B
1-Year Est. Return 22.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.63%
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
701
$7K ﹤0.01%
+84
702
$7K ﹤0.01%
+83
703
$7K ﹤0.01%
+132
704
$7K ﹤0.01%
7
-3,935
705
$7K ﹤0.01%
+7
706
$7K ﹤0.01%
+82
707
$7K ﹤0.01%
+117
708
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+218
709
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+60
710
$7K ﹤0.01%
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711
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712
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713
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+180
714
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715
$6K ﹤0.01%
+40
716
$6K ﹤0.01%
+230
717
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+128
718
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719
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721
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722
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723
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724
$6K ﹤0.01%
+250
725
$6K ﹤0.01%
+6