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
$1.13B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$11.8M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.44M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$7.92M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.39M
5
ITB icon
iShares US Home Construction ETF
ITB
+$7.3M

Sector Composition

1 Technology 12.07%
2 Consumer Discretionary 10.35%
3 Communication Services 4.79%
4 Real Estate 2.77%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.12%
14,048
-1,023
102
$1.37M 0.12%
10,244
-650
103
$1.33M 0.12%
55,762
+39,682
104
$1.33M 0.12%
140,194
-41,259
105
$1.32M 0.12%
2,412
-580
106
$1.27M 0.11%
8,998
+507
107
$1.27M 0.11%
7,460
-1,465
108
$1.26M 0.11%
27,079
-13,719
109
$1.25M 0.11%
12,349
+7,083
110
$1.24M 0.11%
8,147
+65
111
$1.18M 0.11%
2,595
+84
112
$1.18M 0.11%
9,467
+1,423
113
$1.18M 0.11%
48,771
-13,391
114
$1.14M 0.1%
+59,272
115
$1.13M 0.1%
11,967
-1,823
116
$1.12M 0.1%
5,375
-157
117
$1.1M 0.1%
23,519
-169,885
118
$1.07M 0.09%
3,171
-620
119
$1.06M 0.09%
13,327
+4,811
120
$1.06M 0.09%
58,823
+2,451
121
$1.05M 0.09%
11,950
-10,113
122
$990K 0.09%
6,644
-4,482
123
$977K 0.09%
5,887
-1,303
124
$974K 0.09%
107,357
-29,900
125
$962K 0.09%
7,895
-155
3 4
5
6 7