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
$334M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.58M
3
+$1.87M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.68M

Top Sells

1
+$3.48M
2
+$2.07M
3
+$1.84M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.29M

Sector Composition

1 Technology 15.51%
2 Communication Services 13.28%
3 Consumer Discretionary 8.49%
4 Industrials 3.74%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1.15%
17,739
+4,187
27
$3.78M 1.13%
125,730
+13,371
28
$3.36M 1.01%
66,903
+1
29
$3.09M 0.92%
313,704
-14,687
30
$2.95M 0.88%
53,451
-472
31
$2.74M 0.82%
32,020
+6,260
32
$2.73M 0.82%
42,864
+3,075
33
$2.57M 0.77%
77,754
+4,460
34
$2.47M 0.74%
58,540
+38,668
35
$2.37M 0.71%
7,931
-6,160
36
$2.33M 0.7%
97,914
+6,115
37
$2.2M 0.66%
12,728
+1,255
38
$2.07M 0.62%
210,695
+36,255
39
$1.85M 0.55%
31,026
-1,383
40
$1.75M 0.52%
10,634
+1,436
41
$1.65M 0.49%
+32,553
42
$1.39M 0.42%
11,841
+241
43
$1.35M 0.41%
12,520
+9,004
44
$1.33M 0.4%
51,393
-1,625
45
$1.29M 0.39%
12,927
+2,688
46
$1.2M 0.36%
44,072
+36,800
47
$1.18M 0.35%
24,044
-5,852
48
$1.17M 0.35%
36,750
-22,860
49
$1.17M 0.35%
102,828
-5,194
50
$962K 0.29%
100,410
+30,185
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