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

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
1126
$1K ﹤0.01%
+1
1127
$1K ﹤0.01%
+1
1128
$1K ﹤0.01%
+77
1129
$1K ﹤0.01%
+1
1130
$1K ﹤0.01%
+1
1131
$1K ﹤0.01%
+1
1132
$1K ﹤0.01%
+1
1133
$1K ﹤0.01%
+1
1134
$1K ﹤0.01%
+1
1135
$1K ﹤0.01%
+1
1136
$1K ﹤0.01%
+1
1137
$1K ﹤0.01%
+1
1138
$1K ﹤0.01%
+1
1139
$1K ﹤0.01%
+1
1140
$1K ﹤0.01%
+1
1141
$1K ﹤0.01%
+1
1142
$1K ﹤0.01%
+1
1143
$1K ﹤0.01%
+1
1144
$0 ﹤0.01%
+10
1145
$0 ﹤0.01%
+2
1146
$0 ﹤0.01%
+11
1147
0
1148
$0 ﹤0.01%
+4
1149
$0 ﹤0.01%
+8
1150
$0 ﹤0.01%
+38