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
$773M
AUM Growth
-$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.2M
3
+$6.99M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$5.7M
5
XYZ
Block Inc
XYZ
+$5.57M

Top Sells

1
+$554M
2
+$475M
3
+$427M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$361M
5
ITB icon
iShares US Home Construction ETF
ITB
+$350M

Sector Composition

1 Consumer Discretionary 20.86%
2 Technology 12.19%
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
201
$155K 0.02%
+1,381
202
$154K 0.02%
+7,184
203
$151K 0.02%
1,383
-961
204
$148K 0.02%
+2,330
205
$147K 0.02%
+5,059
206
$145K 0.02%
980
+37
207
$144K 0.02%
+793
208
$140K 0.02%
140
-3,927
209
$140K 0.02%
3,036
-6,173
210
$137K 0.02%
+1,922
211
$136K 0.02%
+1,990
212
$135K 0.02%
+2,006
213
$134K 0.02%
2,038
-1,272
214
$133K 0.02%
133
-5,457
215
$132K 0.02%
6,500
-2,802
216
$131K 0.02%
4,210
-7,500
217
$130K 0.02%
130
-17,642
218
$130K 0.02%
471
-442
219
$129K 0.02%
+5,000
220
$123K 0.02%
+1,843
221
$122K 0.02%
+431
222
$117K 0.02%
+389
223
$116K 0.02%
+8,000
224
$114K 0.01%
+767
225
$113K 0.01%
+1,872
7 8
9
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