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
$1.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.7M
3
+$20.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$15.6M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$14M

Top Sells

1
+$12.5M
2
+$9.96M
3
+$7.31M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$4.5M
5
CCI icon
Crown Castle
CCI
+$3.09M

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 12.21%
3 Communication Services 4.57%
4 Real Estate 1.42%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.5M 0.23%
32,122
+8,330
77
$3.47M 0.23%
157,145
+4,635
78
$3.42M 0.23%
59,153
+30,449
79
$3.38M 0.23%
92,877
-959
80
$3.37M 0.23%
26,529
-889
81
$3.27M 0.22%
138,381
+104,685
82
$3.11M 0.21%
36,920
+3,369
83
$3.01M 0.2%
17,466
+446
84
$2.72M 0.18%
5,224
-182
85
$2.62M 0.18%
35,607
+2,507
86
$2.61M 0.18%
134,528
+3,806
87
$2.6M 0.17%
146,605
88
$2.15M 0.14%
14,607
+55
89
$2.08M 0.14%
10,678
-135
90
$2.04M 0.14%
72,079
+16,516
91
$1.95M 0.13%
16,359
-385
92
$1.93M 0.13%
7,207
-209
93
$1.91M 0.13%
13,144
+2,936
94
$1.89M 0.13%
25,296
-2,459
95
$1.84M 0.12%
15,749
+597
96
$1.83M 0.12%
2,529
+235
97
$1.82M 0.12%
12,158
+1,742
98
$1.8M 0.12%
6,260
-687
99
$1.68M 0.11%
17,156
+3,402
100
$1.62M 0.11%
19,494
+1,321
2 3
4
5 6