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
776
$4K ﹤0.01%
+4
777
$4K ﹤0.01%
+4
778
$4K ﹤0.01%
+156
779
$4K ﹤0.01%
+4
780
$4K ﹤0.01%
+4
781
$4K ﹤0.01%
+4
782
$4K ﹤0.01%
+8
783
$4K ﹤0.01%
+4
784
$4K ﹤0.01%
+14
785
$4K ﹤0.01%
+170
786
$4K ﹤0.01%
+700
787
$4K ﹤0.01%
+4
788
$4K ﹤0.01%
+176
789
$4K ﹤0.01%
+208
790
$4K ﹤0.01%
+442
791
$4K ﹤0.01%
+30
792
$4K ﹤0.01%
+4
793
$4K ﹤0.01%
+220
794
$4K ﹤0.01%
+16
795
$4K ﹤0.01%
+23
796
$4K ﹤0.01%
+600
797
$4K ﹤0.01%
+1
798
$4K ﹤0.01%
+4
799
$3K ﹤0.01%
+102
800
$3K ﹤0.01%
+65
30 31
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