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
$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
State Street 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
751
$5K ﹤0.01%
+150
752
$5K ﹤0.01%
+155
753
$5K ﹤0.01%
+50
754
$5K ﹤0.01%
+295
755
$5K ﹤0.01%
+200
756
$5K ﹤0.01%
+150
757
$5K ﹤0.01%
+35
758
$5K ﹤0.01%
5
-3,944
759
$5K ﹤0.01%
+5
760
– –
0
761
$5K ﹤0.01%
5
-2,955
762
$5K ﹤0.01%
+5
763
$5K ﹤0.01%
+110
764
$5K ﹤0.01%
+5
765
$5K ﹤0.01%
+110
766
$4K ﹤0.01%
+100
767
$4K ﹤0.01%
+50
768
$4K ﹤0.01%
+176
769
$4K ﹤0.01%
+208
770
$4K ﹤0.01%
+20
771
$4K ﹤0.01%
+442
772
$4K ﹤0.01%
+30
773
$4K ﹤0.01%
+250
774
$4K ﹤0.01%
+150
775
$4K ﹤0.01%
+180
29 30
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