GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM $2.23B
AUM
$2.23B
AUM Growth
-$73.5M (-3%)
Cap. Flow
+$86.2M
Cap. Flow % of AUM
3.87%
Top 10 Holdings %Top 10 Hldgs %
40.65%
Holding
309
New
26
Increased
172
Reduced
84
Closed
17
Top Buys
| 1 | $12M | |
| 2 | $8.05M | |
| 3 | $7.54M | |
| 4 | $5.62M | |
| 5 | $4.26M |
Top Sells
| 1 | $6.85M | |
| 2 | $4.16M | |
| 3 | $3.26M | |
| 4 | $2.65M | |
| 5 | $1.27M |
Sector Composition
| 1 | Technology | 13.26% |
| 2 | Consumer Discretionary | 5.88% |
| 3 | Communication Services | 4.82% |
| 4 | Financials | 1.72% |
| 5 | Healthcare | 1% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $341K | 0.02% | 7,700 | – | – | |||
| $341K | 0.02% | 57,828 -23,000 | -28% | -$135K | |||
| $337K | 0.02% | 10,165 | – | – | |||
| $337K | 0.02% | 774 +182 | +31% | +$79.3K | |||
| $337K | 0.02% | 3,591 +3 | +0.1% | +$281 | |||
| $333K | 0.01% | 7,335 -28 | -0.4% | -$1.27K | |||
| $331K | 0.01% | 2,464 +603 | +32% | +$81K | |||
| $330K | 0.01% | 8,389 +30 | +0.4% | +$1.18K | |||
| $316K | 0.01% | 7,137 | – | – | |||
| $314K | 0.01% | 7,555 | – | – | |||
| $311K | 0.01% | 1,633 +15 | +0.9% | +$2.86K | |||
| $311K | 0.01% | 1,272 +12 | +1% | +$2.93K | |||
| $306K | 0.01% | 10,061 -2,327 | -19% | -$70.9K | |||
| $306K | 0.01% | 2,315 | New | +$306K | |||
| $304K | 0.01% | 5,559 -94 | -2% | -$5.14K | |||
| $304K | 0.01% | 2,356 +247 | +12% | +$31.9K | |||
| $301K | 0.01% | 1,618 -71 | -4% | -$13.2K | |||
| $298K | 0.01% | 7,774 -286 | -4% | -$11K | |||
| $298K | 0.01% | 314 | New | +$298K | |||
| $290K | 0.01% | 3,832 +361 | +10% | +$27.3K | |||
| $289K | 0.01% | 3,132 | – | – | |||
| $289K | 0.01% | 1,193 | New | +$289K | |||
| $289K | 0.01% | 4,676 +917 | +24% | +$56.6K | |||
| $288K | 0.01% | 1,439 +61 | +4% | +$12.2K | |||
| $288K | 0.01% | 4,229 +14 | +0.3% | +$952 |
