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 (-3%)
Cap. Flow
+$81.2M
Cap. Flow % of AUM
3.65%
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 | 13.24% |
| 2 | Consumer Discretionary | 5.88% |
| 3 | Communication Services | 4.85% |
| 4 | Financials | 1.72% |
| 5 | Healthcare | 1% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -4,265 | Closed | -$284K | |||
| – | – | -1,103 | Closed | -$176K | |||
| – | – | -4,446 | Closed | -$272K | |||
| – | – | -3,141 | Closed | -$238K | |||
| – | – | -69,148 | Closed | -$55.7K | |||
| – | – | -7,755 | Closed | -$581K | |||
| – | – | -4,990 | Closed | -$113K | |||
| – | – | -2,591 | Closed | -$350K | |||
| – | – | -37,234 | Closed | -$1.27M |
