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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$7.85M
3
+$5.67M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M

Top Sells

1
+$18.6M
2
+$5.49M
3
+$5.08M
4
LPLA icon
LPL Financial
LPLA
+$4.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.27M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.25M 0.1%
6,884
-14,690
102
$2.08M 0.09%
40,962
-3,131
103
$2.06M 0.09%
73,758
-2,176
104
$2.02M 0.09%
10,340
+2,926
105
$2.02M 0.09%
57,485
-3,176
106
$1.99M 0.09%
8,012
+296
107
$1.94M 0.08%
11,060
-177
108
$1.92M 0.08%
6,065
+253
109
$1.85M 0.08%
11,344
-3,473
110
$1.85M 0.08%
59,087
+26,837
111
$1.79M 0.08%
2,580
-779
112
$1.76M 0.08%
14,567
-1,858
113
$1.73M 0.08%
6,644
-19
114
$1.73M 0.08%
40,505
-400
115
$1.7M 0.07%
3,505
+344
116
$1.61M 0.07%
35,250
-430
117
$1.6M 0.07%
9,001
+851
118
$1.57M 0.07%
+26,993
119
$1.55M 0.07%
14,624
+786
120
$1.52M 0.07%
6,279
+170
121
$1.52M 0.07%
3,700
+32
122
$1.47M 0.06%
4,092
+2,511
123
$1.39M 0.06%
22,010
+588
124
$1.37M 0.06%
6,501
+18
125
$1.36M 0.06%
8,053
+296
3 4
5
6 7