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
$1.13B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$11.8M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M
5
TFI icon
SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.44M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$7.92M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$7.39M
5
ITB icon
iShares US Home Construction ETF
ITB
+$7.3M

Sector Composition

1 Technology 12.07%
2 Consumer Discretionary 10.35%
3 Communication Services 4.79%
4 Real Estate 2.77%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.91M 0.26%
23,848
-2,481
77
$2.9M 0.26%
112,587
-286,958
78
$2.78M 0.25%
143,742
-943
79
$2.76M 0.24%
18,808
-3,677
80
$2.53M 0.22%
33,069
+5,580
81
$2.47M 0.22%
80,898
+60,689
82
$2.41M 0.21%
146,605
83
$2.4M 0.21%
12,503
-60
84
$2.38M 0.21%
46,990
+4,092
85
$2.36M 0.21%
32,358
+16,478
86
$2.21M 0.2%
29,283
-5,576
87
$2.15M 0.19%
7,590
+504
88
$2.05M 0.18%
72,362
-162,666
89
$2.04M 0.18%
384,052
-9,602
90
$1.98M 0.18%
17,982
-924
91
$1.89M 0.17%
+19,309
92
$1.76M 0.16%
21,193
-2,344
93
$1.67M 0.15%
14,962
+4,271
94
$1.61M 0.14%
+23,792
95
$1.57M 0.14%
7,266
+2,853
96
$1.55M 0.14%
8,626
-1,680
97
$1.49M 0.13%
3,071
+9
98
$1.49M 0.13%
14,113
-5,123
99
$1.43M 0.13%
45,957
-12,525
100
$1.43M 0.13%
42,641
+26,311
2 3
4
5 6