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
$1.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.7M
3
+$20.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$15.6M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$14M

Top Sells

1
+$12.5M
2
+$9.96M
3
+$7.31M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$4.5M
5
CCI icon
Crown Castle
CCI
+$3.09M

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 12.21%
3 Communication Services 4.57%
4 Real Estate 1.42%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.4M 0.43%
74,953
-2,692
52
$6.21M 0.42%
77,275
-4,670
53
$6.17M 0.41%
66,369
-19,104
54
$6.13M 0.41%
120,080
-60,034
55
$6.08M 0.41%
15,030
+688
56
$5.62M 0.38%
+69,589
57
$5.59M 0.38%
25,281
+2,917
58
$5.25M 0.35%
169,742
+56,901
59
$4.82M 0.32%
39,647
+5,450
60
$4.69M 0.31%
43,917
+5,537
61
$4.66M 0.31%
27,543
+198
62
$4.63M 0.31%
21,002
+4,178
63
$4.61M 0.31%
47,022
+9,398
64
$4.51M 0.3%
143,486
-10,824
65
$4.47M 0.3%
9,818
-648
66
$4.27M 0.29%
35,653
+2,070
67
$4.02M 0.27%
11,797
-542
68
$3.83M 0.26%
31,615
+16,402
69
$3.81M 0.26%
34,534
-577
70
$3.8M 0.25%
40,337
+24,493
71
$3.68M 0.25%
16,922
+4,421
72
$3.67M 0.25%
143,078
+123,968
73
$3.57M 0.24%
44,220
+8,516
74
$3.56M 0.24%
29,052
-5,433
75
$3.52M 0.24%
+134,468
1 2
3
4 5