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
$1.27B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$3.73M
3
+$2.63M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$2.14M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$1.78M

Top Sells

1
+$4.3M
2
+$4.03M
3
+$3.39M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.67M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$2.42M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 12.5%
3 Communication Services 4.75%
4 Real Estate 2.06%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$294K 0.02%
7,008
202
$294K 0.02%
1,193
+194
203
$291K 0.02%
4,552
204
$288K 0.02%
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-346
205
$284K 0.02%
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206
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511
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207
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5,208
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208
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6,999
-5,764
209
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+2,052
211
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644
212
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213
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1,121
-183
214
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215
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216
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217
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219
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220
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2,338
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221
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650
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222
$231K 0.02%
2,623
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223
$229K 0.02%
5,064
-15
224
$227K 0.02%
1,689
225
$225K 0.02%
3,000
7 8
9
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