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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.2M
2
+$7.85M
3
+$5.67M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.01M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.9M

Top Sells

1
+$18.6M
2
+$5.49M
3
+$5.08M
4
LPLA icon
LPL Financial
LPLA
+$4.8M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$4.27M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$415K 0.02%
6,512
+23
202
$411K 0.02%
10,163
+17
203
$410K 0.02%
12,388
-16,625
204
$410K 0.02%
3,837
+48
205
$408K 0.02%
3,557
+181
206
$407K 0.02%
6,535
+285
207
$402K 0.02%
4,148
-151
208
$388K 0.02%
7,433
-459
209
$386K 0.02%
1,902
+84
210
$385K 0.02%
1,518
+532
211
$371K 0.02%
+10,165
212
$367K 0.02%
1,802
+16
213
$367K 0.02%
2,062
-243
214
$357K 0.02%
6,049
+765
215
$352K 0.02%
8,591
+37
216
$350K 0.02%
2,591
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217
$347K 0.02%
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218
$346K 0.02%
1,441
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219
$339K 0.01%
22,599
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220
$339K 0.01%
15,543
-831
221
$338K 0.01%
8,060
-167
222
$335K 0.01%
1,689
+81
223
$334K 0.01%
3,812
+113
224
$326K 0.01%
3,588
+575
225
$322K 0.01%
7,555
-815
7 8
9
10 11