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
$1.27B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.73M
3
+$2.63M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$1.78M

Top Sells

1
+$4.3M
2
+$4.03M
3
+$3.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$2.42M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 12.5%
3 Communication Services 4.75%
4 Real Estate 2.06%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$623K 0.05%
3,350
-385
152
$622K 0.05%
12,542
-1,855
153
$622K 0.05%
3,812
154
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44,760
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155
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12,702
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156
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157
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+24
158
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159
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8,440
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161
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162
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164
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165
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170
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19,110
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172
$445K 0.04%
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$436K 0.03%
331
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174
$434K 0.03%
2,471
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175
$410K 0.03%
25,144
5 6
7
8 9