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
$721M
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$21.5M
3
+$15.1M
4
ITB icon
iShares US Home Construction ETF
ITB
+$14.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.3M

Top Sells

1
+$2.51M
2
+$1.67M
3
+$1.47M
4
IAU icon
iShares Gold Trust
IAU
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

Sector Composition

1 Consumer Discretionary 22.9%
2 Technology 15.93%
3 Communication Services 7.91%
4 Real Estate 4%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.73M 1.21%
70,106
+28,188
27
$8.67M 1.2%
276,947
+5,232
28
$7.91M 1.1%
43,185
+7,812
29
$7.87M 1.09%
49,467
+457
30
$7.52M 1.04%
139,090
+7,370
31
$6.91M 0.96%
42,992
+1,211
32
$6.2M 0.86%
43,143
-17,514
33
$5.39M 0.75%
106,180
-25,861
34
$5.05M 0.7%
+180,335
35
$4.71M 0.65%
+196,030
36
$4.42M 0.61%
41,355
+3,684
37
$4.39M 0.61%
70,745
-1,708
38
$3.77M 0.52%
396,806
+16,500
39
$3.49M 0.48%
16,810
+2,671
40
$3.42M 0.47%
22,545
+5,044
41
$3.3M 0.46%
358,566
-41,600
42
$3.12M 0.43%
27,580
+11,510
43
$3.11M 0.43%
14,677
+1,300
44
$3.07M 0.43%
20,148
+767
45
$3.04M 0.42%
11,141
-886
46
$2.92M 0.4%
23,842
+16,326
47
$2.9M 0.4%
1,733
+813
48
$2.75M 0.38%
16,632
+2,311
49
$2.74M 0.38%
+7,291
50
$2.67M 0.37%
26,786
-509
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