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
$977M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.1M
3
+$3.97M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.81M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.77M

Top Sells

1
+$5.65M
2
+$3.3M
3
+$1.23M
4
IAU icon
iShares Gold Trust
IAU
+$1.12M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$851K

Sector Composition

1 Consumer Discretionary 18.68%
2 Technology 15.4%
3 Communication Services 7.54%
4 Real Estate 3.81%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.1%
25,846
+2,264
102
$999K 0.1%
5,474
+152
103
$971K 0.1%
18,254
+1,912
104
$956K 0.1%
3,917
+376
105
$956K 0.1%
6,177
+516
106
$949K 0.1%
23,468
-18,207
107
$894K 0.09%
3,119
-113
108
$874K 0.09%
3,208
+1
109
$871K 0.09%
3,728
+233
110
$835K 0.09%
5,070
+828
111
$834K 0.09%
27,222
+3,871
112
$826K 0.08%
2,652
-12
113
$783K 0.08%
2,801
-99
114
$775K 0.08%
12,546
115
$773K 0.08%
6,233
-9,908
116
$749K 0.08%
2,179
-822
117
$742K 0.08%
+28,831
118
$737K 0.08%
13,160
+23
119
$730K 0.07%
2,996
120
$723K 0.07%
1,839
+265
121
$709K 0.07%
6,480
+124
122
$704K 0.07%
24,741
-265
123
$703K 0.07%
+33,355
124
$690K 0.07%
10,028
+889
125
$688K 0.07%
7,440
-4,488
3 4
5
6 7