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
851
$3K ﹤0.01%
+3
852
$3K ﹤0.01%
+55
853
$3K ﹤0.01%
+58
854
$3K ﹤0.01%
+3
855
$3K ﹤0.01%
+33
856
$2K ﹤0.01%
+2
857
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+13
858
$2K ﹤0.01%
+90
859
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+20
860
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+2
861
$2K ﹤0.01%
2
-16,096
862
$2K ﹤0.01%
+100
863
$2K ﹤0.01%
+6
864
$2K ﹤0.01%
+2
865
$2K ﹤0.01%
+61
866
$2K ﹤0.01%
+2
867
$2K ﹤0.01%
+54
868
$2K ﹤0.01%
+150
869
$2K ﹤0.01%
+2
870
$2K ﹤0.01%
+1
871
$2K ﹤0.01%
+14
872
$2K ﹤0.01%
+280
873
$2K ﹤0.01%
+2
874
$2K ﹤0.01%
+3
875
$2K ﹤0.01%
+2
33 34
35
36 37