GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.89M
3
+$1.62M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.57M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.16M

Top Sells

1
+$2.72M
2
+$2.26M
3
+$1.88M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.67M

Sector Composition

1 Communication Services 12.59%
2 Technology 12.58%
3 Consumer Discretionary 8.34%
4 Real Estate 4.45%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 1.21%
22,343
+299
27
$3.88M 1.13%
82,130
-8,360
28
$3.68M 1.07%
91,764
+9,324
29
$3.23M 0.94%
33,103
-5,778
30
$3.02M 0.88%
63,150
-20,724
31
$2.75M 0.8%
14,252
-2,579
32
$2.51M 0.73%
253,705
+42,520
33
$2.48M 0.72%
55,777
+36,436
34
$2.46M 0.72%
8,356
-348
35
$2.31M 0.67%
144,837
-703
36
$2.25M 0.66%
44,810
-2,905
37
$2.23M 0.65%
83,055
+7,392
38
$2.23M 0.65%
11,310
-414
39
$2.12M 0.62%
39,598
-22,783
40
$2.08M 0.6%
210,593
-44,531
41
$2.05M 0.6%
89,713
-7,577
42
$1.71M 0.5%
20,348
+3,943
43
$1.65M 0.48%
4,536
-90
44
$1.62M 0.47%
5,527
+65
45
$1.56M 0.45%
20,558
-198
46
$1.55M 0.45%
23,421
-6,087
47
$1.54M 0.45%
27,053
+4,451
48
$1.54M 0.45%
19,216
+10,866
49
$1.44M 0.42%
17,138
+1,708
50
$1.28M 0.37%
52,866
+7,900
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