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
176
$585K 0.03%
80,828
177
$584K 0.03%
2,017
+57
178
$581K 0.03%
7,755
179
$547K 0.02%
20,636
+30
180
$536K 0.02%
11,510
181
$513K 0.02%
1,415
+82
182
$504K 0.02%
3,816
+20
183
$503K 0.02%
955
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184
$500K 0.02%
294
+2
185
$499K 0.02%
1,549
-1
186
$484K 0.02%
4,492
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187
$473K 0.02%
7,700
188
$470K 0.02%
4,064
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189
$463K 0.02%
3,964
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190
$460K 0.02%
+17,100
191
$458K 0.02%
1,140
192
$458K 0.02%
16,892
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193
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194
$452K 0.02%
2,972
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195
$451K 0.02%
14,617
196
$450K 0.02%
639
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197
$449K 0.02%
+51,880
198
$446K 0.02%
3,082
+110
199
$435K 0.02%
3,380
+791
200
$418K 0.02%
15,338
+4,095
6 7
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