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
$336M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.33M
3
+$2.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$1.27M

Top Sells

1
+$5.1M
2
+$3.64M
3
+$2.83M
4
CRON
Cronos Group
CRON
+$1.36M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$733K

Sector Composition

1 Technology 14.57%
2 Communication Services 12.24%
3 Consumer Discretionary 8.81%
4 Real Estate 4.05%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 1.29%
16,098
-960
27
$4.12M 1.22%
90,490
-62,185
28
$3.96M 1.18%
22,044
+914
29
$3.9M 1.16%
38,881
-5,216
30
$3.2M 0.95%
62,381
-70,833
31
$3.18M 0.95%
82,440
+17,520
32
$2.81M 0.83%
16,831
-3,539
33
$2.72M 0.81%
160,859
-10,131
34
$2.68M 0.8%
145,540
-74,062
35
$2.52M 0.75%
255,124
+8,483
36
$2.48M 0.74%
8,704
-900
37
$2.4M 0.71%
47,715
+5,778
38
$2.31M 0.69%
22,715
-6,647
39
$2.06M 0.61%
211,185
+23,725
40
$2.06M 0.61%
11,724
-2,448
41
$1.99M 0.59%
75,663
+2,900
42
$1.86M 0.55%
29,508
-2,379
43
$1.54M 0.46%
5,462
+641
44
$1.52M 0.45%
97,290
-3,777
45
$1.48M 0.44%
42,016
-3,165
46
$1.39M 0.41%
4,626
-288
47
$1.34M 0.4%
22,602
+7,559
48
$1.3M 0.39%
15,430
+1,836
49
$1.22M 0.36%
16,405
+73
50
$1.18M 0.35%
20,756
+2,116
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