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
$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
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
76
$856K 0.11%
8,560
-1,651,320
77
$791K 0.1%
3,511
+1,332
78
$787K 0.1%
787
-90,345
79
$782K 0.1%
35,636
+2,281
80
$768K 0.1%
2,985
+184
81
$742K 0.1%
18,346
-5,122
82
$713K 0.09%
23,300
-3,922
83
$704K 0.09%
1,568
+167
84
$695K 0.09%
+28,995
85
$684K 0.09%
5,134
+926
86
$669K 0.09%
2,435
+986
87
$658K 0.09%
3,328
+24
88
$644K 0.08%
1,635
-204
89
$642K 0.08%
13,250
-200
90
$642K 0.08%
642
-93,673
91
$638K 0.08%
15,780
-3,266
92
$636K 0.08%
4,251
+698
93
$632K 0.08%
2,975
-21
94
$630K 0.08%
2,867
-1,577
95
$629K 0.08%
11,655
-1,505
96
$609K 0.08%
10,095
+67
97
$590K 0.08%
15,147
+1,058
98
$588K 0.08%
2,548
+59
99
$576K 0.07%
2,998
-23
100
$558K 0.07%
558
-153,128
2 3
4
5 6