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
$977M
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.1M
3
+$3.97M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.81M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.77M

Top Sells

1
+$5.65M
2
+$3.3M
3
+$1.23M
4
IAU icon
iShares Gold Trust
IAU
+$1.12M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$851K

Sector Composition

1 Consumer Discretionary 18.68%
2 Technology 15.4%
3 Communication Services 7.54%
4 Real Estate 3.81%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$646K 0.07%
10,970
-8,160
127
$641K 0.07%
13,450
-290
128
$636K 0.07%
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-10
129
$635K 0.06%
3,304
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130
$630K 0.06%
1,977
131
$608K 0.06%
2,654
+1,147
132
$607K 0.06%
4,503
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133
$603K 0.06%
5,341
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134
$594K 0.06%
3,670
135
$580K 0.06%
3,021
-87
136
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2,489
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137
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894
138
$562K 0.06%
9,293
-1,002
139
$560K 0.06%
4,208
+1,595
140
$557K 0.06%
14,089
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141
$554K 0.06%
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142
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143
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144
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145
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10,079
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146
$506K 0.05%
16,871
-2,826
147
$503K 0.05%
+5,597
148
$497K 0.05%
2,997
+298
149
$488K 0.05%
+13,165
150
$487K 0.05%
10,317
+3,524
4 5
6
7 8