GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
1-Year Return
19.5%
This Quarter Return
+1.17%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$773M
AUM Growth
-$203M
(-21%)
Cap. Flow
-$4.64B
Cap. Flow
% of AUM
-600.22%
Top 10 Holdings %
Top 10 Hldgs %
50.06%
Holding
1,252
New
982
Increased
88
Reduced
143
Closed
6
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
+$15.8M |
| 2 |
Real Estate Select Sector SPDR Fund
XLRE
|
+$8.2M |
| 3 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$6.99M |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
+$5.7M |
| 5 |
XYZ
Block, Inc.
XYZ
|
+$5.57M |
Top Sells
| 1 |
MGM Resorts International
MGM
|
+$554M |
| 2 |
Nuveen Preferred & Income Opportunities Fund
JPC
|
+$475M |
| 3 |
iShares US Medical Devices ETF
IHI
|
+$427M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$361M |
| 5 |
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 | 3.09% |
| 5 | Real Estate | 3% |
