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
$1.27B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.73M
3
+$2.63M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$1.78M

Top Sells

1
+$4.3M
2
+$4.03M
3
+$3.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$2.42M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 12.5%
3 Communication Services 4.75%
4 Real Estate 2.06%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.84M 0.22%
35,704
+11,912
77
$2.83M 0.22%
17,020
-1,788
78
$2.75M 0.22%
103,223
-9,364
79
$2.69M 0.21%
23,792
+4,483
80
$2.63M 0.21%
33,100
+742
81
$2.6M 0.21%
130,722
-13,020
82
$2.59M 0.2%
88,666
+16,304
83
$2.53M 0.2%
12,501
+5,235
84
$2.34M 0.18%
146,605
85
$2.25M 0.18%
7,416
-174
86
$2.2M 0.17%
28,977
-31,861
87
$2.14M 0.17%
16,744
-1,238
88
$2.09M 0.17%
10,813
-1,690
89
$2.08M 0.16%
37,650
-9,340
90
$2M 0.16%
14,552
+439
91
$1.97M 0.16%
27,755
-1,528
92
$1.74M 0.14%
15,152
+190
93
$1.65M 0.13%
+28,704
94
$1.64M 0.13%
47,002
+4,361
95
$1.61M 0.13%
+55,563
96
$1.56M 0.12%
2,294
-118
97
$1.55M 0.12%
15,213
+3,263
98
$1.51M 0.12%
10,416
+1,418
99
$1.47M 0.12%
2,968
+373
100
$1.47M 0.12%
6,947
+182
2 3
4
5 6