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
$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
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
1
$95.4M 12.33%
368,757
+8,334
2
$46.4M 6%
328,152
+15,419
3
$42.8M 5.53%
286,768
+11,337
4
$39.2M 5.07%
1,584,129
+143,592
5
$38.7M 5%
471,929
+65,955
6
$27.2M 3.52%
874,608
+183,340
7
$26.1M 3.37%
158,740
+20,940
8
$25.9M 3.35%
153,175
+574
9
$24M 3.1%
188,682
-39,694
10
$21.4M 2.77%
160,660
+13,620
11
$19.8M 2.56%
134,768
+107,357
12
$18.4M 2.38%
229,513
+20,441
13
$15.5M 2%
146,422
-3,175
14
$14.7M 1.9%
44,579
+3,636
15
$13.9M 1.8%
38,953
-10,621
16
$13.4M 1.73%
106,321
+21,257
17
$11.5M 1.48%
415,455
+77,449
18
$11.3M 1.46%
48,646
+882
19
$11.2M 1.44%
225,995
+33,931
20
$9.94M 1.28%
55,376
+2,305
21
$9.59M 1.24%
55,341
+3,509
22
$8.4M 1.09%
108,605
-15,241
23
$8.2M 1.06%
+184,157
24
$7.82M 1.01%
32,561
+23,187
25
$7.34M 0.95%
232,606
+84,884
1
2 3 4 5