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
$190M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.07M
3
+$2.63M
4
MGM icon
MGM Resorts International
MGM
+$2.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M

Top Sells

1
+$3.73M
2
+$1.99M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.27M
5
GPT
Gramercy Property Trust
GPT
+$1.27M

Sector Composition

1 Communication Services 20.68%
2 Consumer Discretionary 10.53%
3 Technology 10.04%
4 Industrials 8.57%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.28%
+84,011
27
$2.41M 1.27%
30,591
+9,461
28
$2.36M 1.24%
32,935
-52,139
29
$2.11M 1.11%
+30,752
30
$1.96M 1.03%
46,228
-20,582
31
$1.93M 1.02%
14,341
+8,867
32
$1.9M 1%
14,212
-5,210
33
$1.88M 0.99%
15,878
+855
34
$1.75M 0.92%
75,169
+28,659
35
$1.51M 0.8%
78,448
-33,427
36
$1.25M 0.66%
30,612
+21,096
37
$1.23M 0.65%
15,529
-2,022
38
$1.19M 0.63%
4,657
-911
39
$1.18M 0.62%
26,624
-51
40
$1.17M 0.62%
24,255
-13,279
41
$1.15M 0.61%
+19,253
42
$1.13M 0.6%
10,366
+3,070
43
$1.08M 0.57%
42,678
+24,608
44
$967K 0.51%
25,080
+10,700
45
$956K 0.5%
11,045
+5,565
46
$945K 0.5%
13,136
-200
47
$911K 0.48%
6,797
-1,395
48
$831K 0.44%
592
+304
49
$801K 0.42%
12,796
+1,000
50
$799K 0.42%
25,937
+643
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2
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