GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
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
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.7M
5
XYZ
Block Inc
XYZ
+$5.57M

Top Sells

1
+$554M
2
+$475M
3
+$427M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$361M
5
ITB icon
iShares US Home Construction ETF
ITB
+$350M

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
1201
$0 ﹤0.01%
+1
1202
$0 ﹤0.01%
+44
1203
$0 ﹤0.01%
+25
1204
$0 ﹤0.01%
+6
1205
$0 ﹤0.01%
+2
1206
$0 ﹤0.01%
+35
1207
$0 ﹤0.01%
+5
1208
$0 ﹤0.01%
+4
1209
$0 ﹤0.01%
+4
1210
– –
-2,250
1211
– –
-153,200
1212
$0 ﹤0.01%
+5
1213
$0 ﹤0.01%
+15
1214
$0 ﹤0.01%
+3
1215
$0 ﹤0.01%
+10
1216
$0 ﹤0.01%
+20
1217
$0 ﹤0.01%
+42
1218
$0 ﹤0.01%
+6
1219
$0 ﹤0.01%
+8
1220
– –
-210,856
1221
$0 ﹤0.01%
+1
1222
$0 ﹤0.01%
+5
1223
$0 ﹤0.01%
+1
1224
$0 ﹤0.01%
+15
1225
$0 ﹤0.01%
+10
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