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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.14B
1-Year Est. Return 22.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.63%
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
+$16.2M
2
+$8.56M
3
+$7.09M
4
XYZ
Block Inc
XYZ
+$5.96M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.76M

Top Sells

1
+$34.3M
2
+$27.5M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$26.3M
5
ITB icon
iShares US Home Construction ETF
ITB
+$24.7M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.18%
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
1176
$0 ﹤0.01%
+13
1177
$0 ﹤0.01%
+23
1178
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+25
1179
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1180
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+44
1181
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1182
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1183
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1185
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1186
$0 ﹤0.01%
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1187
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0
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$0 ﹤0.01%
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1197
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-2,250
1198
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-153,200
1199
$0 ﹤0.01%
+5
1200
$0 ﹤0.01%
+15
46 47
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49 50