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
1151
$0 ﹤0.01%
+1
1152
$0 ﹤0.01%
+47
1153
-1,000
1154
$0 ﹤0.01%
+1
1155
$0 ﹤0.01%
+17
1156
$0 ﹤0.01%
+5
1157
$0 ﹤0.01%
+7
1158
$0 ﹤0.01%
+30
1159
$0 ﹤0.01%
+30
1160
$0 ﹤0.01%
+16
1161
$0 ﹤0.01%
+5
1162
$0 ﹤0.01%
+5
1163
$0 ﹤0.01%
+1
1164
$0 ﹤0.01%
+7
1165
$0 ﹤0.01%
+1
1166
$0 ﹤0.01%
+5
1167
$0 ﹤0.01%
+13
1168
$0 ﹤0.01%
+2
1169
0
1170
$0 ﹤0.01%
+60
1171
$0 ﹤0.01%
+197
1172
$0 ﹤0.01%
+10
1173
0
1174
$0 ﹤0.01%
+25
1175
$0 ﹤0.01%
+6