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
$190M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.07M
3
+$2.63M
4
MGM icon
MGM Resorts International
MGM
+$2.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M

Top Sells

1
+$3.73M
2
+$1.99M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.27M
5
GPT
Gramercy Property Trust
GPT
+$1.27M

Sector Composition

1 Communication Services 20.68%
2 Consumer Discretionary 10.53%
3 Technology 10.04%
4 Industrials 8.57%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$777K 0.41%
+11,323
52
$773K 0.41%
12,446
+659
53
$741K 0.39%
75,320
+21,320
54
$701K 0.37%
4,576
+545
55
$656K 0.35%
+8,680
56
$640K 0.34%
17,080
+5,040
57
$637K 0.34%
16,435
-704
58
$620K 0.33%
4,100
-27
59
$618K 0.33%
+24,571
60
$607K 0.32%
2,700
+1,580
61
$595K 0.31%
7,981
-3,186
62
$594K 0.31%
5,055
-477
63
$521K 0.27%
11,529
+290
64
$518K 0.27%
13,507
65
$502K 0.26%
3,364
-152
66
$467K 0.25%
5,175
+100
67
$458K 0.24%
11,580
+1,000
68
$440K 0.23%
2,701
-175
69
$424K 0.22%
2,493
+1
70
$404K 0.21%
+3,575
71
$392K 0.21%
27,750
+15,150
72
$392K 0.21%
7,731
-1,708
73
$384K 0.2%
3,337
+84
74
$365K 0.19%
11,040
+175
75
$353K 0.19%
6,840
+104
1 2
3
4 5