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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.14B
1-Year Est. Return 22.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.2M
3
+$12M
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$10.8M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$9.29M

Top Sells

1
+$11.3M
2
+$10.8M
3
+$7.88M
4
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$7.4M
5
ITB icon
iShares US Home Construction ETF
ITB
+$6.95M

Sector Composition

1 Technology 12.07%
2 Consumer Discretionary 10.35%
3 Communication Services 4.79%
4 Real Estate 2.77%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.6M 5.46%
2,445,372
+252,924
2
$54.2M 4.81%
440,160
+42,931
3
$48.6M 4.32%
444,126
+64,069
4
$46.1M 4.09%
354,530
-3,076
5
$45.4M 4.03%
729,794
+28,454
6
$35.2M 3.13%
259,373
+15,715
7
$30.4M 2.69%
126,627
-830
8
$27.5M 2.44%
1,878,510
+19,570
9
$25.5M 2.26%
1,014,088
+900,076
10
$24.3M 2.16%
415,001
-19,433
11
$23.7M 2.1%
174,407
+91,635
12
$22.6M 2.01%
662,269
+21,661
13
$22M 1.95%
655,323
-21,889
14
$21.8M 1.93%
560,189
+120,712
15
$21.5M 1.91%
333,094
+17,028
16
$19.1M 1.69%
363,099
-34,619
17
$19M 1.69%
954,694
+124,294
18
$17.4M 1.54%
195,913
-6,883
19
$17.3M 1.54%
734,444
+217,500
20
$14.9M 1.32%
296,637
+51,429
21
$14.6M 1.3%
607,456
+462,747
22
$13.5M 1.2%
161,771
-1,994
23
$13.4M 1.19%
414,055
-12,317
24
$13.3M 1.18%
133,107
+11,869
25
$12.9M 1.14%
437,440
-12,740
1
2 3 4 5