GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.1M
3
+$3.97M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.81M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.77M

Top Sells

1
+$5.65M
2
+$3.3M
3
+$1.23M
4
IAU icon
iShares Gold Trust
IAU
+$1.12M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$851K

Sector Composition

1 Consumer Discretionary 18.68%
2 Technology 15.4%
3 Communication Services 7.54%
4 Real Estate 3.81%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.03M 0.21%
5,590
+588
77
$2.02M 0.21%
62,572
+6,646
78
$1.91M 0.2%
+18,360
79
$1.91M 0.19%
+76,308
80
$1.85M 0.19%
36,889
-3,433
81
$1.78M 0.18%
7,586
-224
82
$1.71M 0.18%
4,431
-831
83
$1.63M 0.17%
20,422
-315
84
$1.52M 0.16%
44,141
+7,877
85
$1.45M 0.15%
18,530
-9,220
86
$1.44M 0.15%
7,675
-150
87
$1.41M 0.14%
60,185
-10,600
88
$1.35M 0.14%
5,606
+388
89
$1.34M 0.14%
3,816
+476
90
$1.3M 0.13%
3,302
-712
91
$1.29M 0.13%
136,701
-90,385
92
$1.19M 0.12%
34,111
-8,712
93
$1.19M 0.12%
4,067
+1,206
94
$1.17M 0.12%
3,088
+163
95
$1.14M 0.12%
+19,046
96
$1.12M 0.11%
10,202
+903
97
$1.06M 0.11%
4,444
+1,237
98
$1.05M 0.11%
105,750
+27,500
99
$1.04M 0.11%
10,190
-3,203
100
$1.04M 0.11%
18,463
-522
2 3
4
5 6