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
$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
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
51
$2.18M 0.28%
42,425
-5,057
52
$2.11M 0.27%
76,308
53
$2.07M 0.27%
46,190
-2,651
54
$1.92M 0.25%
20,622
+2,262
55
$1.91M 0.25%
11,623
-65,364
56
$1.76M 0.23%
62,882
+310
57
$1.75M 0.23%
25,738
+5,316
58
$1.57M 0.2%
31,251
-5,638
59
$1.48M 0.19%
7,696
+21
60
$1.46M 0.19%
4,370
+554
61
$1.44M 0.19%
11,426
+1,224
62
$1.38M 0.18%
54,210
+25,379
63
$1.31M 0.17%
5,017
+586
64
$1.21M 0.16%
3,052
+1,669
65
$1.21M 0.16%
7,732
-7,187
66
$1.16M 0.15%
31,708
-2,403
67
$1.12M 0.14%
33,905
-10,236
68
$1.06M 0.14%
4,761
+1,033
69
$1.02M 0.13%
19,147
+684
70
$1M 0.13%
3,148
-154
71
$962K 0.12%
6,265
+88
72
$939K 0.12%
5,244
-230
73
$937K 0.12%
12,688
+7,457
74
$912K 0.12%
3,145
+26
75
$859K 0.11%
859
-553,780
1 2
3
4 5