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
1
$107M 7.19%
409,530
-11,191
2
$92.8M 6.23%
610,858
+134,753
3
$66.3M 4.45%
342,074
-448
4
$64.6M 4.34%
371,619
+2,020
5
$61.7M 4.14%
1,460,370
-296,060
6
$54.9M 3.69%
2,269,344
-66,564
7
$49.6M 3.33%
1,148,295
+523,569
8
$42.6M 2.86%
1,679,262
+615,816
9
$42.4M 2.85%
124,658
-2,310
10
$37.6M 2.52%
283,034
+21,558
11
$32.7M 2.2%
192,640
+19,864
12
$32M 2.15%
1,225,122
+534,359
13
$29.5M 1.98%
209,505
+22,306
14
$27.8M 1.87%
634,335
-455
15
$26.1M 1.75%
775,101
+94,197
16
$24.9M 1.67%
382,612
-23,829
17
$24.1M 1.62%
199,459
+8,434
18
$23M 1.54%
376,839
+339,189
19
$22.6M 1.52%
895,807
-61,192
20
$20.5M 1.38%
758,805
-9,777
21
$18.5M 1.25%
328,527
-15,529
22
$18.2M 1.22%
139,517
+558
23
$17.6M 1.18%
39,996
-1,683
24
$16.9M 1.14%
337,614
-33,078
25
$16.3M 1.09%
249,744
+1,564
1
2 3 4 5