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
151
$485K 0.05%
3,168
+1,486
152
$474K 0.05%
913
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153
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+31,799
154
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4,635
+1,566
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1,872
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156
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157
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158
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159
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160
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161
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162
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163
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164
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165
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166
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168
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170
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171
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172
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173
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1,143
174
$349K 0.04%
+5,174
175
$348K 0.04%
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