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
$396M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.46M
3
+$1.45M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$1.38M
5
ULTA icon
Ulta Beauty
ULTA
+$1.18M

Top Sells

1
+$1.66M
2
+$1.41M
3
+$1.12M
4
INTC icon
Intel
INTC
+$956K
5
IBB icon
iShares Biotechnology ETF
IBB
+$709K

Sector Composition

1 Technology 14%
2 Communication Services 11.62%
3 Consumer Discretionary 9.84%
4 Real Estate 4.65%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 1.17%
105,234
+9,018
27
$4.6M 1.16%
42,817
+270
28
$3.79M 0.95%
11,717
-784
29
$3.71M 0.93%
370,620
+92,015
30
$3.52M 0.89%
29,237
-5,883
31
$3.23M 0.81%
9,996
+749
32
$2.96M 0.75%
33,240
+8,610
33
$2.93M 0.74%
24,992
-2,787
34
$2.73M 0.69%
13,284
-663
35
$2.65M 0.67%
8,219
+2,233
36
$2.56M 0.65%
93,678
-1,017
37
$2.38M 0.6%
77,323
+25,185
38
$2.35M 0.59%
81,011
+12,185
39
$2.25M 0.57%
151,006
+20,741
40
$2.24M 0.56%
25,407
+5,015
41
$2.21M 0.56%
37,024
-15,986
42
$2.19M 0.55%
35,735
+6,008
43
$2.12M 0.53%
24,096
+2,029
44
$2.06M 0.52%
120,190
+63,182
45
$1.9M 0.48%
22,743
-57
46
$1.85M 0.47%
4,765
+19
47
$1.85M 0.47%
18,253
+1,814
48
$1.8M 0.45%
23,690
+12,542
49
$1.74M 0.44%
227,347
+90,774
50
$1.69M 0.43%
12,799
+1,275
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