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

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
101
$555K 0.07%
894
102
$546K 0.07%
546
-316,171
103
$545K 0.07%
5,053
+2,244
104
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532
-15,517
105
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6,748
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106
$495K 0.06%
28,608
+9,732
107
$492K 0.06%
3,670
108
$460K 0.06%
1,736
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109
$455K 0.06%
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110
$453K 0.06%
1,160
+174
111
$452K 0.06%
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112
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+6,119
113
$422K 0.05%
14,183
-2,688
114
$387K 0.05%
1,436
+142
115
$385K 0.05%
1,164
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116
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117
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118
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119
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120
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121
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122
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7,829
-2,488
123
$360K 0.05%
2,499
-271
124
$360K 0.05%
360
-227,154
125
$356K 0.05%
29,250
3 4
5
6 7