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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$7.85M
3
+$5.67M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M

Top Sells

1
+$18.6M
2
+$5.49M
3
+$5.08M
4
LPLA icon
LPL Financial
LPLA
+$4.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.27M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.06%
2,576
+1,285
127
$1.3M 0.06%
13,415
-44,250
128
$1.29M 0.06%
3,759
+463
129
$1.27M 0.06%
37,234
-30,000
130
$1.24M 0.05%
2,799
-45
131
$1.16M 0.05%
12,919
-645
132
$1.15M 0.05%
4,351
+2,303
133
$1.14M 0.05%
+4,428
134
$1.13M 0.05%
9,288
-375
135
$1.09M 0.05%
9,436
+111
136
$1.08M 0.05%
2,073
-83
137
$1.07M 0.05%
25,190
+3,098
138
$1.06M 0.05%
2,498
-150
139
$1.04M 0.05%
49,404
+29
140
$1.03M 0.04%
27,950
+7,250
141
$1.03M 0.04%
7,995
-278
142
$1.02M 0.04%
13,456
+698
143
$971K 0.04%
9,702
+177
144
$929K 0.04%
3,130
+285
145
$922K 0.04%
5,496
+47
146
$914K 0.04%
12,091
+902
147
$836K 0.04%
1,968
+228
148
$819K 0.04%
24,999
-527
149
$808K 0.04%
36,416
+33
150
$804K 0.03%
14,028
+4,113
4 5
6
7 8