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
$830M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.76M
3
+$7.79M
4
ARKK icon
ARK Innovation ETF
ARKK
+$7.18M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.51M

Top Sells

1
+$16.8M
2
+$4.31M
3
+$2.29M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.85M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$1.23M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 14.72%
3 Communication Services 7.73%
4 Real Estate 3.78%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.23%
75,459
+12,046
27
$9.76M 1.17%
+230,130
28
$9.69M 1.16%
297,012
+20,065
29
$8.55M 1.03%
47,464
+4,279
30
$8.47M 1.02%
49,213
-254
31
$8.25M 0.99%
49,110
+6,118
32
$8.07M 0.97%
301,686
+105,656
33
$7.93M 0.95%
15,198
+1,289
34
$7.91M 0.95%
243,237
-30,152
35
$7.06M 0.85%
138,177
+107,778
36
$5.7M 0.68%
54,512
+47,545
37
$5.65M 0.68%
204,351
+24,016
38
$5.5M 0.66%
40,659
-2,484
39
$4.83M 0.58%
75,056
+4,311
40
$4.74M 0.57%
43,347
+1,992
41
$4.44M 0.53%
45,985
-4,691
42
$4.17M 0.5%
439,856
+43,050
43
$3.87M 0.47%
+39,354
44
$3.55M 0.43%
2,412
+679
45
$3.45M 0.42%
31,200
+3,620
46
$3.4M 0.41%
23,838
-4
47
$3.1M 0.37%
61,147
-45,033
48
$3.04M 0.37%
10,326
-815
49
$3.01M 0.36%
17,038
+228
50
$2.96M 0.36%
48,461
-1,837
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