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
$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
State Street 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
$0 ﹤0.01%
+4
1227
– –
0
1228
$0 ﹤0.01%
+26
1229
– –
0
1230
$0 ﹤0.01%
+18
1231
$0 ﹤0.01%
+13
1232
– –
-1,724
1233
$0 ﹤0.01%
+10
1234
$0 ﹤0.01%
+1
1235
$0 ﹤0.01%
+2
1236
$0 ﹤0.01%
+5
1237
– –
0
1238
$0 ﹤0.01%
+425
1239
$0 ﹤0.01%
+8
1240
$0 ﹤0.01%
+60
1241
$0 ﹤0.01%
+66
1242
$0 ﹤0.01%
+11
1243
– –
0
1244
– –
0
1245
$0 ﹤0.01%
21
1246
$0 ﹤0.01%
+152
1247
$0 ﹤0.01%
+20
1248
– –
-15,300
1249
$0 ﹤0.01%
+89
1250
$0 ﹤0.01%
+25
46 47 48 49
50