GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$16.2M
2
+$8.56M
3
+$7.09M
4
XYZ
Block Inc
XYZ
+$5.96M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.76M

Top Sells

1
+$34.3M
2
+$27.5M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$26.3M
5
ITB icon
iShares US Home Construction ETF
ITB
+$24.7M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.18%
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%
+110
752
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+5
753
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+5
754
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+150
755
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756
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+50
757
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+295
758
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759
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760
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+99
761
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762
$5K ﹤0.01%
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763
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+35
764
$5K ﹤0.01%
5
-3,944
765
$5K ﹤0.01%
+5
766
$4K ﹤0.01%
+100
767
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+50
768
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769
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+250
770
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771
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+180
772
$4K ﹤0.01%
4
-7,039
773
$4K ﹤0.01%
4
-6,408
774
$4K ﹤0.01%
+4
775
$4K ﹤0.01%
4
-9,289
29 30
31
32 33