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
$353M
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.15M
3
+$5.4M
4
GLD icon
SPDR Gold Trust
GLD
+$4.77M
5
IAU icon
iShares Gold Trust
IAU
+$3.35M

Top Sells

1
+$13.5M
2
+$11.2M
3
+$7.57M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3M
5
FNKO icon
Funko
FNKO
+$2.06M

Sector Composition

1 Technology 15.67%
2 Communication Services 10.88%
3 Consumer Discretionary 10.44%
4 Real Estate 5.37%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 1.31%
47,262
-5,068
27
$4.61M 1.31%
42,803
+13,566
28
$4.49M 1.27%
11,946
+229
29
$4.38M 1.24%
508,735
+138,115
30
$4.31M 1.22%
106,413
-276,747
31
$3.33M 0.95%
11,020
-3,746
32
$2.89M 0.82%
+37,273
33
$2.64M 0.75%
192,971
+41,965
34
$2.64M 0.75%
97,928
+4,250
35
$2.59M 0.74%
+34,677
36
$2.46M 0.7%
32,462
+8,772
37
$2.37M 0.67%
29,445
-3,795
38
$2.23M 0.63%
13,377
+93
39
$2.18M 0.62%
8,428
-1,568
40
$2.15M 0.61%
+55,305
41
$2.15M 0.61%
32,632
+8,536
42
$2.04M 0.58%
277,951
+206,731
43
$1.98M 0.56%
224,970
+176,276
44
$1.94M 0.55%
7,541
-678
45
$1.82M 0.52%
22,129
-2,863
46
$1.82M 0.52%
24,717
-183,806
47
$1.66M 0.47%
16,756
+1,100
48
$1.62M 0.46%
64,241
-13,082
49
$1.62M 0.46%
285,179
+57,832
50
$1.56M 0.44%
13,268
+469
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2
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