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
$274M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.25M
3
+$2.2M
4
KTOS icon
Kratos Defense & Security Solutions
KTOS
+$2.05M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.79M

Top Sells

1
+$4.22M
2
+$2.44M
3
+$2.23M
4
BAX icon
Baxter International
BAX
+$1.61M
5
CVS icon
CVS Health
CVS
+$1.1M

Sector Composition

1 Communication Services 14.03%
2 Technology 13.18%
3 Consumer Discretionary 8.28%
4 Industrials 5.87%
5 Financials 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.23%
69,060
-12,320
27
$3.31M 1.21%
44,306
+2,899
28
$2.94M 1.07%
17,734
+10,659
29
$2.8M 1.02%
93,693
+21,199
30
$2.78M 1.01%
102,106
+43,169
31
$2.77M 1.01%
24,805
+2,158
32
$2.63M 0.96%
65,953
-599
33
$2.41M 0.88%
240,872
+59,793
34
$2.39M 0.87%
40,518
+25,367
35
$2.28M 0.83%
153,190
+22,960
36
$2.1M 0.77%
38,230
-9,475
37
$2.05M 0.75%
+149,818
38
$2.02M 0.74%
82,004
+6,908
39
$1.88M 0.69%
34,779
-18,117
40
$1.86M 0.68%
175,958
+20,125
41
$1.72M 0.63%
11,683
-1,583
42
$1.7M 0.62%
65,203
+3,275
43
$1.6M 0.58%
61,002
-3,457
44
$1.59M 0.58%
6,272
-1,465
45
$1.59M 0.58%
11,564
-70
46
$1.44M 0.53%
9,670
-1,785
47
$1.32M 0.48%
10,841
+2,707
48
$1.28M 0.47%
30,507
-240
49
$1.24M 0.45%
25,120
-2,500
50
$1.2M 0.44%
18,285
+1,823
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2
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