GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$11.5M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.08M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.97M

Top Sells

1
+$7.08M
2
+$4.05M
3
+$2.72M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.39M
5
URA icon
Global X Uranium ETF
URA
+$1.16M

Sector Composition

1 Consumer Discretionary 16.15%
2 Technology 12.86%
3 Communication Services 5.44%
4 Real Estate 2.84%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$97K 0.01%
10,620
-4
227
$81K 0.01%
13,083
+8
228
$67K 0.01%
13,798
-1,009
229
$61K 0.01%
14,490
-2,200
230
$57K 0.01%
10,584
231
$36K ﹤0.01%
33
232
$36K ﹤0.01%
+13,555
233
$35K ﹤0.01%
+30
234
$23K ﹤0.01%
+10,874
235
– –
0
236
– –
-4,151
237
– –
-4,354
238
– –
-1,731
239
– –
-2,995
240
– –
-62,340
241
– –
-65,922
242
– –
-71,410
243
– –
-9,748
244
– –
-610
245
– –
-2,509
246
– –
-5,624
247
– –
-8,205
248
– –
-17,581
249
– –
-9,733
250
– –
-108,376
7 8 9
10
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