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
$1.27B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.73M
3
+$2.63M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$1.78M

Top Sells

1
+$4.3M
2
+$4.03M
3
+$3.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$2.42M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 12.5%
3 Communication Services 4.75%
4 Real Estate 2.06%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.46M 0.12%
57,225
+1,463
102
$1.45M 0.11%
35,463
-32,823
103
$1.41M 0.11%
2,987
-84
104
$1.39M 0.11%
43,328
-2,629
105
$1.38M 0.11%
18,173
-3,020
106
$1.35M 0.11%
356,899
-27,153
107
$1.35M 0.11%
13,754
+1,405
108
$1.34M 0.11%
12,872
-1,176
109
$1.33M 0.11%
10,208
-36
110
$1.31M 0.1%
10,551
+1,084
111
$1.3M 0.1%
15,844
+2,973
112
$1.3M 0.1%
10,822
-13,026
113
$1.3M 0.1%
26,125
+2,606
114
$1.27M 0.1%
26,044
-1,035
115
$1.27M 0.1%
5,640
-247
116
$1.27M 0.1%
44,974
-3,797
117
$1.26M 0.1%
39,087
+8,040
118
$1.21M 0.1%
7,859
-288
119
$1.19M 0.09%
5,295
-80
120
$1.18M 0.09%
26,262
+1,830
121
$1.18M 0.09%
63,768
+36,568
122
$1.18M 0.09%
34,527
+7,336
123
$1.17M 0.09%
6,413
-1,047
124
$1.15M 0.09%
11,902
-65
125
$1.14M 0.09%
58,638
-634
3 4
5
6 7