GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.1M
3
+$3.97M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.81M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.77M

Top Sells

1
+$5.65M
2
+$3.3M
3
+$1.23M
4
IAU icon
iShares Gold Trust
IAU
+$1.12M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$851K

Sector Composition

1 Consumer Discretionary 18.68%
2 Technology 15.4%
3 Communication Services 7.54%
4 Real Estate 3.81%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.74M 0.38%
40,603
-5,382
52
$3.56M 0.36%
10,252
-74
53
$3.38M 0.35%
22,326
+1,572
54
$3.26M 0.33%
17,476
-230
55
$3.01M 0.31%
7,041
+691
56
$2.98M 0.3%
13,378
+8,371
57
$2.94M 0.3%
185,230
+25,950
58
$2.9M 0.3%
6,745
-77
59
$2.85M 0.29%
10,276
+1,244
60
$2.83M 0.29%
19,831
-419
61
$2.81M 0.29%
92,689
-3,160
62
$2.78M 0.28%
22,740
+3,180
63
$2.75M 0.28%
33,894
+11,364
64
$2.75M 0.28%
17,772
+136
65
$2.64M 0.27%
14,919
-2,119
66
$2.61M 0.27%
4,462
+206
67
$2.58M 0.26%
16,577
-872
68
$2.52M 0.26%
47,482
-979
69
$2.48M 0.25%
67,619
+15,098
70
$2.45M 0.25%
48,841
+274
71
$2.44M 0.25%
48,102
-13,045
72
$2.32M 0.24%
28,677
+3,086
73
$2.29M 0.23%
9,374
+4,266
74
$2.26M 0.23%
23,280
+2,144
75
$2.14M 0.22%
4,236
+544
1 2
3
4 5