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
776
$4K ﹤0.01%
4
-7,039
777
$4K ﹤0.01%
4
-6,408
778
$4K ﹤0.01%
+4
779
$4K ﹤0.01%
4
-9,289
780
$4K ﹤0.01%
+4
781
$4K ﹤0.01%
+4
782
$4K ﹤0.01%
+156
783
$4K ﹤0.01%
+4
784
$4K ﹤0.01%
+4
785
$4K ﹤0.01%
+4
786
$4K ﹤0.01%
+8
787
$4K ﹤0.01%
+4
788
$4K ﹤0.01%
+4
789
$4K ﹤0.01%
+220
790
$4K ﹤0.01%
+16
791
$4K ﹤0.01%
+14
792
$4K ﹤0.01%
+170
793
$4K ﹤0.01%
+23
794
$4K ﹤0.01%
+600
795
$4K ﹤0.01%
+1
796
$4K ﹤0.01%
+4
797
$4K ﹤0.01%
+700
798
$4K ﹤0.01%
+4
799
$3K ﹤0.01%
+25
800
$3K ﹤0.01%
+3
30 31
32
33 34