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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.14B
1-Year Est. Return 22.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$773M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.56M
3
+$7.09M
4
XYZ
Block Inc
XYZ
+$5.96M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.76M

Top Sells

1
+$34.3M
2
+$27.5M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$26.3M
5
ITB icon
iShares US Home Construction ETF
ITB
+$24.7M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.18%
3 Communication Services 8.84%
4 Healthcare 3.11%
5 Real Estate 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$197K 0.03%
904
-528
177
$196K 0.03%
3,321
+89
178
$194K 0.03%
+2,657
179
$194K 0.03%
+25,800
180
$190K 0.02%
+2,249
181
$190K 0.02%
2,877
-2,297
182
$187K 0.02%
+9,848
183
$186K 0.02%
+3,200
184
$186K 0.02%
186
-7,400
185
$186K 0.02%
558
-21,768
186
$182K 0.02%
+1,632
187
$179K 0.02%
+762
188
$179K 0.02%
642
-200
189
$178K 0.02%
+1,514
190
$171K 0.02%
171
-32,288
191
$170K 0.02%
+1,328
192
$169K 0.02%
+2,094
193
$168K 0.02%
1,650
-750
194
$161K 0.02%
+2,688
195
$160K 0.02%
+1,366
196
$160K 0.02%
3,210
-952
197
$159K 0.02%
+159
198
$158K 0.02%
158
-474,710
199
$157K 0.02%
+1,116
200
$155K 0.02%
+1,381
6 7
8
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