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
$469M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.86M
3
+$1.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
MGM icon
MGM Resorts International
MGM
+$1.79M

Top Sells

1
+$20.1M
2
+$14.5M
3
+$7.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.33M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.06M

Sector Composition

1 Consumer Discretionary 22.84%
2 Technology 20.64%
3 Communication Services 10.35%
4 Real Estate 5.19%
5 Utilities 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 0.94%
35,373
+2,780
27
$3.86M 0.82%
+41,918
28
$3.83M 0.82%
72,453
-4,494
29
$3.58M 0.76%
400,166
-123,252
30
$3.24M 0.69%
37,671
-3,712
31
$3.23M 0.69%
380,306
-3,712
32
$3.17M 0.68%
78,350
-28,202
33
$3.15M 0.67%
12,027
+922
34
$2.79M 0.6%
8,848
-1,001
35
$2.75M 0.59%
27,295
+924
36
$2.46M 0.53%
5,240
-321
37
$2.46M 0.53%
49,133
+9,949
38
$2.37M 0.51%
14,321
+298
39
$2.34M 0.5%
14,139
+8,050
40
$2.29M 0.49%
157,185
-11,236
41
$2.28M 0.49%
19,381
+149
42
$2.13M 0.45%
6,353
-415
43
$2.11M 0.45%
4,306
+50
44
$2.06M 0.44%
55,086
+1,849
45
$2.02M 0.43%
19,856
-1,726
46
$2.02M 0.43%
38,737
-50,024
47
$1.84M 0.39%
13,377
-746
48
$1.77M 0.38%
14,093
+107
49
$1.74M 0.37%
+17,501
50
$1.67M 0.36%
177,078
-93,399
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