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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$7.85M
3
+$5.67M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M

Top Sells

1
+$18.6M
2
+$5.49M
3
+$5.08M
4
LPLA icon
LPL Financial
LPLA
+$4.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.27M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.01M 0.17%
81,044
+4,413
77
$4M 0.17%
10,833
+460
78
$3.92M 0.17%
7,278
+429
79
$3.78M 0.16%
4,129
+112
80
$3.73M 0.16%
61,769
-18,176
81
$3.64M 0.16%
16,455
+654
82
$3.52M 0.15%
40,357
-10,882
83
$3.46M 0.15%
38,515
-1,498
84
$3.41M 0.15%
62,281
+7,960
85
$3.32M 0.14%
5,592
-154
86
$3.19M 0.14%
20,739
-10,527
87
$3.18M 0.14%
28,722
+666
88
$3.17M 0.14%
13,207
+206
89
$2.95M 0.13%
80,305
+26,739
90
$2.92M 0.13%
22,091
-581
91
$2.8M 0.12%
27,923
+4,673
92
$2.79M 0.12%
15,308
+342
93
$2.76M 0.12%
51,942
+17,341
94
$2.68M 0.12%
25,360
-1,989
95
$2.6M 0.11%
36,253
+1,019
96
$2.58M 0.11%
5,507
+131
97
$2.56M 0.11%
28,382
+18,341
98
$2.38M 0.1%
16,361
+151
99
$2.35M 0.1%
53,750
100
$2.3M 0.1%
117,793
+3,819
2 3
4
5 6