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
$1.13B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$11.8M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.44M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$7.92M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$7.39M
5
ITB icon
iShares US Home Construction ETF
ITB
+$7.3M

Sector Composition

1 Technology 12.07%
2 Consumer Discretionary 10.35%
3 Communication Services 4.79%
4 Real Estate 2.77%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.81M 0.52%
10,649
+1,008
52
$5.65M 0.5%
120,319
+22,939
53
$5.21M 0.46%
215,801
-274,644
54
$4.95M 0.44%
81,654
-120,391
55
$4.91M 0.44%
+81,417
56
$4.75M 0.42%
111,764
+20,272
57
$4.6M 0.41%
51,080
+22,490
58
$4.59M 0.41%
158,706
+60,150
59
$4.32M 0.38%
163,019
-4,752
60
$4.22M 0.37%
36,064
-833
61
$4.03M 0.36%
203,861
-105,200
62
$3.93M 0.35%
34,853
-8,209
63
$3.84M 0.34%
20,072
+1,531
64
$3.78M 0.34%
12,250
+169
65
$3.78M 0.33%
35,780
+20,172
66
$3.68M 0.33%
28,021
-3,039
67
$3.53M 0.31%
21,108
-70
68
$3.5M 0.31%
68,286
-19,669
69
$3.48M 0.31%
6,314
-1,051
70
$3.41M 0.3%
98,486
-29,690
71
$3.38M 0.3%
30,677
+6,108
72
$3.31M 0.29%
34,166
+29,788
73
$3.21M 0.29%
36,427
+4,781
74
$3.15M 0.28%
27,120
-1,395
75
$3.01M 0.27%
156,222
-3,536
1 2
3
4 5