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
201
$269K 0.03%
+4,989
202
$269K 0.03%
1,957
+226
203
$265K 0.03%
2,988
+348
204
$263K 0.03%
829
+2
205
$261K 0.03%
1,973
+148
206
$257K 0.03%
2,344
+113
207
$257K 0.03%
745
208
$255K 0.03%
1,173
+91
209
$254K 0.03%
8,062
-3,078
210
$250K 0.03%
611
+1
211
$248K 0.03%
2,400
-792
212
$244K 0.02%
842
-450
213
$243K 0.02%
+353
214
$243K 0.02%
+4,071
215
$242K 0.02%
+1,575
216
$242K 0.02%
+2,250
217
$239K 0.02%
6,501
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218
$237K 0.02%
1,456
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219
$227K 0.02%
1,035
-767
220
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221
$226K 0.02%
+4,162
222
$224K 0.02%
+408
223
$219K 0.02%
2,575
-45
224
$215K 0.02%
3,232
-100
225
$214K 0.02%
4,039
-489
7 8
9
10 11