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
$289M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.63M
3
+$2.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.72M
5
TWX
Time Warner Inc
TWX
+$1.66M

Top Sells

1
+$3.05M
2
+$2.92M
3
+$2.06M
4
NAC icon
Nuveen California Quality Municipal Income Fund
NAC
+$1.12M
5
TMUS icon
T-Mobile US
TMUS
+$979K

Sector Composition

1 Communication Services 13.86%
2 Technology 13.2%
3 Consumer Discretionary 7.96%
4 Industrials 5.35%
5 Financials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.7M 1.28%
70,740
+1,680
27
$3.56M 1.23%
33,885
+1,595
28
$3.48M 1.2%
118,735
+16,629
29
$3.21M 1.11%
52,918
+12,400
30
$3.08M 1.06%
66,659
+706
31
$3.04M 1.05%
104,131
+10,438
32
$3M 1.04%
303,008
+62,136
33
$2.58M 0.89%
23,446
-1,359
34
$2.09M 0.72%
201,921
+25,963
35
$2.01M 0.7%
80,521
-1,483
36
$1.94M 0.67%
34,215
-564
37
$1.88M 0.65%
32,760
-5,470
38
$1.79M 0.62%
26,876
+8,591
39
$1.77M 0.61%
11,373
-310
40
$1.74M 0.6%
62,366
+1,364
41
$1.71M 0.59%
64,868
-335
42
$1.69M 0.58%
11,564
43
$1.66M 0.57%
+18,170
44
$1.65M 0.57%
+7,231
45
$1.49M 0.52%
5,595
-677
46
$1.48M 0.51%
40,970
+11,253
47
$1.43M 0.49%
9,368
-302
48
$1.42M 0.49%
24,240
-880
49
$1.41M 0.49%
13,895
+5,196
50
$1.28M 0.44%
31,558
+1,051
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