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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$7.85M
3
+$5.67M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M

Top Sells

1
+$18.6M
2
+$5.49M
3
+$5.08M
4
LPLA icon
LPL Financial
LPLA
+$4.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.27M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.48M 0.41%
43,990
-86,430
52
$9.29M 0.4%
55,727
+10,151
53
$8.99M 0.39%
380,748
-291
54
$8.58M 0.37%
272,917
+21,318
55
$8.49M 0.37%
44,831
+4,612
56
$8.31M 0.36%
177,479
-285
57
$7.94M 0.35%
284,102
-14,585
58
$7.77M 0.34%
67,447
+27,005
59
$7.59M 0.33%
32,719
+6,401
60
$7.46M 0.32%
16,462
+2,303
61
$7.17M 0.31%
83,311
-20,773
62
$6.9M 0.3%
64,732
-37
63
$6.74M 0.29%
11,514
+859
64
$6.73M 0.29%
23,208
+322
65
$6.72M 0.29%
230,012
+12,707
66
$6.68M 0.29%
50,565
-7,071
67
$6.53M 0.28%
63,162
-1,826
68
$6.25M 0.27%
102,111
+6
69
$6.04M 0.26%
87,578
+11,968
70
$5.94M 0.26%
169,862
+3,108
71
$5.24M 0.23%
169,806
+11,923
72
$5.04M 0.22%
6,522
+4,463
73
$4.8M 0.21%
220,827
+83,643
74
$4.29M 0.19%
41,018
-320
75
$4.06M 0.18%
129,958
-2,383
1 2
3
4 5