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
$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
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
1
$171M 7.42%
810,658
+37,290
2
$131M 5.69%
974,386
-22,151
3
$122M 5.29%
1,383,781
+64,514
4
$106M 4.61%
262,352
-12,579
5
$95.4M 4.15%
1,865,202
+97,900
6
$91.5M 3.98%
365,292
-3,691
7
$74.2M 3.23%
765,921
+40,228
8
$73.3M 3.19%
315,401
+7,124
9
$57.6M 2.51%
136,679
+2,086
10
$54.9M 2.39%
244,535
+6,079
11
$54.8M 2.38%
828,411
+58,285
12
$52.1M 2.27%
1,908,587
+12,209
13
$50.9M 2.21%
1,052,922
+49,016
14
$48.3M 2.1%
253,542
+15,909
15
$43.7M 1.9%
317,567
+2,936
16
$41.5M 1.8%
250,944
+12,192
17
$38.9M 1.69%
177,450
+6,650
18
$34.4M 1.49%
1,200,094
+81,791
19
$32.8M 1.43%
36,786
+184
20
$31.8M 1.38%
328,653
+12,606
21
$30.4M 1.32%
1,230,304
+64,303
22
$30.3M 1.32%
674,962
+38,732
23
$29.9M 1.3%
803,563
+25,779
24
$29.2M 1.27%
827,991
+50,733
25
$23.5M 1.02%
39,928
+2,813
1
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