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
151
$629K 0.06%
13,352
-6,120
152
$624K 0.06%
8,846
+44
153
$621K 0.06%
+6,235
154
$617K 0.05%
3,735
+2
155
$614K 0.05%
3,477
-273
156
$591K 0.05%
11,540
-4,675
157
$574K 0.05%
4,091
-461
158
$573K 0.05%
16,521
-9,897
159
$573K 0.05%
+11,714
160
$561K 0.05%
16,949
+103
161
$557K 0.05%
19,938
-1,423
162
$552K 0.05%
1,041
-52
163
$547K 0.05%
1,950
-17
164
$539K 0.05%
13,486
-1,310
165
$503K 0.04%
12,763
+2,060
166
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167
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168
$467K 0.04%
2,676
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169
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9,241
+4,096
170
$444K 0.04%
5,330
-1,326
171
$432K 0.04%
1,838
+467
172
$420K 0.04%
57,661
-34,300
173
$416K 0.04%
3,791
+1,414
174
$416K 0.04%
+18,510
175
$399K 0.04%
11,674
+2,807
5 6
7
8 9