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
$1.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.7M
3
+$20.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$15.6M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$14M

Top Sells

1
+$12.5M
2
+$9.96M
3
+$7.31M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$4.5M
5
CCI icon
Crown Castle
CCI
+$3.09M

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 12.21%
3 Communication Services 4.57%
4 Real Estate 1.42%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.54M 0.1%
39,111
-4,217
102
$1.5M 0.1%
9,225
+1,366
103
$1.5M 0.1%
3,254
+267
104
$1.5M 0.1%
2,782
-186
105
$1.49M 0.1%
57,146
-79
106
$1.48M 0.1%
3,147
+1,022
107
$1.47M 0.1%
38,590
-8,412
108
$1.44M 0.1%
28,371
+7,436
109
$1.42M 0.1%
2,906
+7
110
$1.4M 0.09%
54,357
-48,866
111
$1.34M 0.09%
13,543
+671
112
$1.33M 0.09%
25,341
-784
113
$1.33M 0.09%
30,701
-2,774
114
$1.33M 0.09%
11,146
+7,068
115
$1.31M 0.09%
11,528
-27,091
116
$1.26M 0.08%
10,255
-296
117
$1.23M 0.08%
9,644
-560
118
$1.22M 0.08%
6,870
+457
119
$1.22M 0.08%
30,695
+4,433
120
$1.15M 0.08%
4,847
-448
121
$1.14M 0.08%
39,603
-49,063
122
$1.11M 0.07%
5,953
+885
123
$1.1M 0.07%
5,640
124
$1.08M 0.07%
56,541
-7,227
125
$1.08M 0.07%
16,702
+4,000
3 4
5
6 7