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
$1.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.7M
3
+$20.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$15.6M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$14M

Top Sells

1
+$12.5M
2
+$9.96M
3
+$7.31M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$4.5M
5
CCI icon
Crown Castle
CCI
+$3.09M

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 12.21%
3 Communication Services 4.57%
4 Real Estate 1.42%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.07%
13,635
-510
127
$1.04M 0.07%
53,412
-5,226
128
$1M 0.07%
6,051
+2,296
129
$999K 0.07%
10,668
+218
130
$972K 0.07%
3,434
-58
131
$965K 0.06%
7,440
-3,382
132
$964K 0.06%
2,366
+320
133
$963K 0.06%
26,250
-9,213
134
$950K 0.06%
14,600
-1,900
135
$923K 0.06%
9,259
-2,643
136
$916K 0.06%
+55,296
137
$912K 0.06%
8,008
+608
138
$906K 0.06%
8,537
+45
139
$905K 0.06%
236,662
-120,237
140
$784K 0.05%
39,507
-153,337
141
$755K 0.05%
15,318
-10,726
142
$732K 0.05%
10,575
-225
143
$703K 0.05%
4,634
+112
144
$697K 0.05%
5,172
+819
145
$693K 0.05%
6,008
+59
146
$639K 0.04%
27,175
-1,300
147
$637K 0.04%
7,340
-1,100
148
$632K 0.04%
2,990
+254
149
$624K 0.04%
12,543
+1
150
$614K 0.04%
3,409
+59
4 5
6
7 8