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
$1.13B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.4M
3
+$11.8M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.44M

Top Sells

1
+$11.1M
2
+$10.9M
3
+$7.92M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.39M
5
ITB icon
iShares US Home Construction ETF
ITB
+$7.3M

Sector Composition

1 Technology 12.07%
2 Consumer Discretionary 10.35%
3 Communication Services 4.79%
4 Real Estate 2.77%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$950K 0.08%
12,746
-630
127
$922K 0.08%
31,047
-126,909
128
$913K 0.08%
36,908
-3,604
129
$896K 0.08%
27,191
-105,700
130
$889K 0.08%
3,356
+1,243
131
$875K 0.08%
5,019
-352
132
$869K 0.08%
10,554
+1,061
133
$849K 0.08%
3,982
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134
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+9,755
135
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2,345
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136
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6,765
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137
$803K 0.07%
12,871
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138
$802K 0.07%
17,000
-400
139
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2,189
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140
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141
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142
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8,492
143
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2,769
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144
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14,397
-7,004
145
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10,146
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146
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4,606
-62
147
$695K 0.06%
24,432
-9,671
148
$684K 0.06%
3,812
-65
149
$663K 0.06%
28,175
-2,000
150
$651K 0.06%
5,867
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4 5
6
7 8