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
$1.27B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.73M
3
+$2.63M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$1.78M

Top Sells

1
+$4.3M
2
+$4.03M
3
+$3.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$2.42M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 12.5%
3 Communication Services 4.75%
4 Real Estate 2.06%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.55M 0.44%
81,945
+528
52
$5.46M 0.43%
77,645
-4,009
53
$5.22M 0.41%
118,902
+7,138
54
$5.17M 0.41%
38,619
-6,637
55
$5.07M 0.4%
54,606
+3,526
56
$4.92M 0.39%
168,383
+9,677
57
$4.83M 0.38%
10,466
-183
58
$4.67M 0.37%
22,364
+1,256
59
$4.37M 0.35%
154,310
-8,709
60
$4.31M 0.34%
35,111
-953
61
$4.3M 0.34%
34,485
-368
62
$4.17M 0.33%
192,844
-11,017
63
$4.14M 0.33%
38,380
+2,600
64
$4.05M 0.32%
27,345
+225
65
$4M 0.32%
34,197
+3,520
66
$3.81M 0.3%
12,339
+89
67
$3.75M 0.3%
37,624
+3,458
68
$3.54M 0.28%
27,418
-603
69
$3.52M 0.28%
112,841
+31,943
70
$3.51M 0.28%
93,836
-4,650
71
$3.48M 0.28%
33,583
-2,844
72
$3.43M 0.27%
16,824
-3,248
73
$3.18M 0.25%
152,510
-3,712
74
$3.12M 0.25%
5,406
-908
75
$2.87M 0.23%
33,551
+482
1 2
3
4 5