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
801
$3K ﹤0.01%
+150
802
$3K ﹤0.01%
+750
803
$3K ﹤0.01%
+3
804
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+3
805
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+3
806
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+3
807
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+3
808
$3K ﹤0.01%
+3
809
$3K ﹤0.01%
+3
810
$3K ﹤0.01%
+3
811
– –
0
812
$3K ﹤0.01%
+3
813
$3K ﹤0.01%
+3
814
$3K ﹤0.01%
3
-2,130
815
$3K ﹤0.01%
+3
816
$3K ﹤0.01%
+3
817
$3K ﹤0.01%
+3
818
$3K ﹤0.01%
+3
819
$3K ﹤0.01%
3
-14,224
820
$3K ﹤0.01%
+3
821
$3K ﹤0.01%
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822
$3K ﹤0.01%
+3
823
$3K ﹤0.01%
+3
824
$3K ﹤0.01%
+3
825
$3K ﹤0.01%
+6
31 32
33
34 35