GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+10.11%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$1.49B
AUM Growth
+$1.49B
(+18%)
Cap. Flow
+$110M
Cap. Flow
% of AUM
7.36%
Top 10 Holdings %
Top 10 Hldgs %
41.63%
Holding
275
New
25
Increased
113
Reduced
107
Closed
16
Top Buys
| 1 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$22.6M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$20.7M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
$20.5M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$15.6M |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$14M |
Top Sells
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% |
