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
$1.49B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$20.7M
3
+$20.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$15.6M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$14M

Top Sells

1
+$12.5M
2
+$9.96M
3
+$7.31M
4
JPSE icon
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
+$4.5M
5
CCI icon
Crown Castle
CCI
+$3.09M

Sector Composition

1 Technology 14.04%
2 Consumer Discretionary 12.21%
3 Communication Services 4.57%
4 Real Estate 1.42%
5 Financials 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$373K 0.03%
4,830
+917
177
$372K 0.03%
314
-17
178
$370K 0.02%
31,236
-1,721
179
$370K 0.02%
9,966
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180
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41,463
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181
$366K 0.02%
6,990
+1,305
182
$364K 0.02%
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-158,350
183
$353K 0.02%
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+1,746
184
$351K 0.02%
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185
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186
$347K 0.02%
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187
$345K 0.02%
3,535
-6,402
188
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189
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190
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699
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193
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6,240
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194
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8,485
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195
$313K 0.02%
1,616
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196
$313K 0.02%
11,902
-7,018
197
$310K 0.02%
1,674
-199
198
$309K 0.02%
8,318
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199
$295K 0.02%
2,749
-7
200
$294K 0.02%
1,368
-44
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