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
1226
– –
-2,250
1227
– –
-153,200
1228
$0 ﹤0.01%
+5
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+3
1231
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+13
1232
– –
-1,724
1233
$0 ﹤0.01%
+10
1234
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1235
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1236
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1237
– –
0
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1239
$0 ﹤0.01%
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1240
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0
1241
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1242
$0 ﹤0.01%
+4
1243
$0 ﹤0.01%
+101
1244
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0
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21
1246
$0 ﹤0.01%
+152
1247
$0 ﹤0.01%
+20
1248
– –
-15,300
1249
$0 ﹤0.01%
+89
1250
$0 ﹤0.01%
+25
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