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
801
$3K ﹤0.01%
+317
802
$3K ﹤0.01%
+3
803
$3K ﹤0.01%
+200
804
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+57
805
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+143
806
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+8
807
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+100
808
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+320
809
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810
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811
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812
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813
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814
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815
$3K ﹤0.01%
+150
816
$3K ﹤0.01%
+750
817
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818
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819
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+3
820
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821
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+3
822
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+3
823
$3K ﹤0.01%
+3
824
– –
0
825
$3K ﹤0.01%
+3
31 32
33
34 35