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
$368M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.52M
3
+$2.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.74M

Top Sells

1
+$3.42M
2
+$2.23M
3
+$2.02M
4
NOC icon
Northrop Grumman
NOC
+$1.88M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.78M

Sector Composition

1 Technology 16.93%
2 Communication Services 12.67%
3 Consumer Discretionary 7.99%
4 Industrials 2.8%
5 Real Estate 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.73M 1.28%
161,383
+35,653
27
$4.32M 1.17%
43,060
+11,040
28
$3.94M 1.07%
122,013
-23,347
29
$3.09M 0.84%
66,529
-374
30
$3.05M 0.83%
16,381
+3,653
31
$2.84M 0.77%
24,602
+11,675
32
$2.53M 0.69%
256,547
-57,157
33
$2.51M 0.68%
22,736
+10,216
34
$2.36M 0.64%
208,589
+190,039
35
$2.19M 0.6%
13,196
+2,562
36
$2.13M 0.58%
216,230
+5,535
37
$1.99M 0.54%
61,460
-16,294
38
$1.99M 0.54%
32,178
+1,152
39
$1.75M 0.48%
117,703
+14,875
40
$1.74M 0.47%
+45,846
41
$1.73M 0.47%
4,977
-2,954
42
$1.59M 0.43%
12,283
+6,150
43
$1.39M 0.38%
145,710
+45,300
44
$1.32M 0.36%
+4,514
45
$1.28M 0.35%
50,393
-1,000
46
$1.19M 0.32%
+55,489
47
$1.17M 0.32%
+8,395
48
$1M 0.27%
18,039
-6,005
49
$988K 0.27%
11,698
+8,624
50
$976K 0.27%
42,830
-55,084
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