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
$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
State Street 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
151
$797K 0.03%
7,208
+80
152
$776K 0.03%
2,320
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153
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6,693
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154
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155
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156
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31,224
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157
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160
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161
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162
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164
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6,178
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165
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166
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168
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169
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170
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22,038
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171
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172
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13,717
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173
$598K 0.03%
3,187
+56
174
$595K 0.03%
1,176
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175
$592K 0.03%
6,487
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5 6
7
8 9