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
$349M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.96M
3
+$1.59M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.28M
5
IAU icon
iShares Gold Trust
IAU
+$1.04M

Top Sells

1
+$5.75M
2
+$1.57M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$811K
5
AAPL icon
Apple
AAPL
+$700K

Sector Composition

1 Technology 13.45%
2 Communication Services 11.65%
3 Consumer Discretionary 8.47%
4 Real Estate 4.65%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.96M 1.14%
96,216
+4,452
27
$3.49M 1%
35,120
-15,812
28
$3.41M 0.98%
69,744
+13,967
29
$3.35M 0.96%
125,010
-1,470
30
$2.76M 0.79%
9,247
+891
31
$2.75M 0.79%
278,605
+24,900
32
$2.73M 0.78%
53,010
-10,140
33
$2.69M 0.77%
27,779
-5,324
34
$2.59M 0.74%
94,695
+11,640
35
$2.48M 0.71%
13,947
-305
36
$2.1M 0.6%
24,630
+5,414
37
$1.95M 0.56%
130,265
+105,965
38
$1.95M 0.56%
22,067
+1,719
39
$1.94M 0.56%
68,826
+36,937
40
$1.93M 0.55%
9,303
-2,007
41
$1.85M 0.53%
4,746
+210
42
$1.79M 0.51%
29,727
+2,674
43
$1.78M 0.51%
5,986
+459
44
$1.69M 0.49%
91,125
+1,412
45
$1.67M 0.48%
31,666
-7,932
46
$1.66M 0.48%
168,103
-42,490
47
$1.61M 0.46%
22,800
-621
48
$1.55M 0.45%
20,392
-166
49
$1.54M 0.44%
16,439
-699
50
$1.53M 0.44%
52,138
+20,875
1
2
3 4 5