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
201
$289K 0.02%
+2,899
202
$289K 0.02%
26,450
-9,988
203
$287K 0.02%
644
204
$285K 0.02%
644
+67
205
$284K 0.02%
13,604
-2,290
206
$284K 0.02%
7,008
207
$284K 0.02%
+7,700
208
$283K 0.02%
6,124
+1,060
209
$281K 0.02%
1,022
+50
210
$279K 0.02%
1,322
+128
211
$276K 0.02%
1,297
-63
212
$272K 0.02%
1,121
213
$272K 0.02%
+8,000
214
$271K 0.02%
1,495
-976
215
$269K 0.02%
+2,534
216
$263K 0.02%
5,074
-134
217
$260K 0.02%
586
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218
$260K 0.02%
518
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219
$255K 0.02%
675
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220
$251K 0.02%
626
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221
$247K 0.02%
+439
222
$246K 0.02%
15,690
+4,155
223
$244K 0.02%
+1,095
224
$244K 0.02%
1,192
-74
225
$243K 0.02%
37,470
-13,100
7 8
9
10 11