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
$1.07B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$11.5M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.08M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.97M

Top Sells

1
+$7.08M
2
+$4.05M
3
+$2.72M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.39M
5
URA icon
Global X Uranium ETF
URA
+$1.16M

Sector Composition

1 Consumer Discretionary 16.15%
2 Technology 12.86%
3 Communication Services 5.44%
4 Real Estate 2.84%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.06%
133,874
+3,080
27
$11.4M 1.06%
490,445
+115,643
28
$11.3M 1.05%
40,663
-604
29
$11.3M 1.05%
235,125
+6,173
30
$11.1M 1.03%
581,307
+66,808
31
$10.8M 1.01%
183,926
+24,058
32
$10.7M 1%
450,180
+36,560
33
$10.6M 0.98%
516,944
+84,738
34
$10.5M 0.98%
202,045
-26,785
35
$10.2M 0.95%
82,772
+13,729
36
$10.1M 0.94%
399,545
-32,216
37
$8.99M 0.84%
249,806
+345
38
$8.29M 0.77%
31,032
-338
39
$8.27M 0.77%
193,404
+64
40
$7.43M 0.69%
100,988
-10,599
41
$7.32M 0.68%
88,403
-7,709
42
$7.07M 0.66%
20,879
+661
43
$6.63M 0.62%
45,900
-33
44
$6.53M 0.61%
235,028
+57,731
45
$5.98M 0.56%
309,061
+2,815
46
$5.89M 0.55%
88,256
+16,949
47
$5.39M 0.5%
15,038
-646
48
$4.79M 0.45%
52,693
-8,399
49
$4.56M 0.42%
9,641
+808
50
$4.49M 0.42%
97,380
+11,762
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