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
176
$346K 0.04%
2,960
-125
177
$345K 0.04%
3,334
+93
178
$328K 0.03%
4,225
-224
179
$328K 0.03%
18,876
-4,650
180
$327K 0.03%
+6,412
181
$322K 0.03%
+1,432
182
$316K 0.03%
2,809
+484
183
$307K 0.03%
1,294
+36
184
$307K 0.03%
+3,700
185
$306K 0.03%
3,942
+171
186
$305K 0.03%
+4,087
187
$305K 0.03%
+6,155
188
$303K 0.03%
2,902
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189
$301K 0.03%
5,615
+815
190
$298K 0.03%
+3,129
191
$298K 0.03%
+7,043
192
$296K 0.03%
4,442
-1,039
193
$296K 0.03%
6,560
+1,904
194
$294K 0.03%
854
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195
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2,095
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196
$290K 0.03%
797
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197
$287K 0.03%
3,949
+24
198
$285K 0.03%
3,040
+415
199
$281K 0.03%
6,181
+1,461
200
$278K 0.03%
3,310
-1,120
6 7
8
9 10