GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.23B
This Quarter Return
-5.23%
1 Year Return
+10.64%
3 Year Return
+36.43%
5 Year Return
+223.98%
10 Year Return
–
AUM
$2.23B
AUM Growth
-$73.5M
Cap. Flow
+$81.2M
Cap. Flow %
3.65%
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

1Technology13.24%
2Consumer Discretionary5.88%
3Communication Services4.85%
4Financials1.72%
5Healthcare1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$341K0.02% 7,700––
$341K0.02% 57,828
-23,000
-28%
-$135K
$337K0.02% 10,165––
$337K0.02% 774
+182
+31%
+$79.3K
$337K0.02% 3,591
+3
+0.1%
+$281
$333K0.01% 7,335
-28
-0.4%
-$1.27K
$331K0.01% 2,464
+603
+32%
+$81K
$330K0.01% 8,389
+30
+0.4%
+$1.18K
$316K0.01% 7,137––
$314K0.01% 7,555––
$311K0.01% 1,633
+15
+0.9%
+$2.86K
$311K0.01% 1,272
+12
+1%
+$2.93K
$306K0.01% 10,061
-2,327
-19%
-$70.9K
$306K0.01%
+2,315
 New
+$306K
$304K0.01% 5,559
-94
-2%
-$5.14K
$304K0.01% 2,356
+247
+12%
+$31.9K
$301K0.01% 1,618
-71
-4%
-$13.2K
$298K0.01% 7,774
-286
-4%
-$11K
$298K0.01%
+314
 New
+$298K
$290K0.01% 3,832
+361
+10%
+$27.3K
$289K0.01% 3,132––
$289K0.01%
+1,193
 New
+$289K
$289K0.01% 4,676
+917
+24%
+$56.6K
$288K0.01% 1,439
+61
+4%
+$12.2K
$288K0.01% 4,229
+14
+0.3%
+$952
1 8910111213