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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.64M
3
+$2.72M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.34M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.85M

Top Sells

1
+$5.65M
2
+$4.06M
3
+$3.23M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Sector Composition

1 Technology 13.47%
2 Communication Services 12.38%
3 Consumer Discretionary 8.18%
4 Industrials 5.17%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$934K 0.3%
10,239
+232
52
$811K 0.26%
+19,872
53
$791K 0.25%
16,076
+786
54
$763K 0.25%
22,688
-601
55
$706K 0.23%
14,737
-84,729
56
$700K 0.23%
23,345
+12,905
57
$688K 0.22%
+1,943
58
$679K 0.22%
70,225
+11,950
59
$675K 0.22%
+15,572
60
$650K 0.21%
20,375
-211
61
$635K 0.2%
2,394
+475
62
$569K 0.18%
10,980
+240
63
$481K 0.15%
2,414
-97
64
$462K 0.15%
4,650
-1,950
65
$458K 0.15%
2,074
-601
66
$451K 0.15%
45,194
+6,320
67
$445K 0.14%
2,429
-60
68
$406K 0.13%
3,784
-19,662
69
$400K 0.13%
14,857
-397
70
$385K 0.12%
3,516
+755
71
$374K 0.12%
23,088
-4,550
72
$364K 0.12%
4,809
+175
73
$363K 0.12%
9,680
-100
74
$362K 0.12%
6,986
+535
75
$361K 0.12%
1,675
+214
1 2
3
4 5