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
$334M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.58M
3
+$1.87M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.68M

Top Sells

1
+$3.48M
2
+$2.07M
3
+$1.84M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.29M

Sector Composition

1 Technology 15.51%
2 Communication Services 13.28%
3 Consumer Discretionary 8.49%
4 Industrials 3.74%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.24%
14,691
-1,385
52
$811K 0.24%
28,695
+5,350
53
$794K 0.24%
+10,623
54
$768K 0.23%
22,286
-402
55
$750K 0.22%
+6,133
56
$682K 0.2%
72,470
-71,730
57
$670K 0.2%
11,740
+760
58
$601K 0.18%
3,203
+789
59
$596K 0.18%
14,632
-940
60
$560K 0.17%
16,914
-3,461
61
$549K 0.16%
10,318
+3,332
62
$514K 0.15%
+25,000
63
$463K 0.14%
1,905
+230
64
$443K 0.13%
+2,391
65
$425K 0.13%
17,510
+2,653
66
$422K 0.13%
2,583
+154
67
$415K 0.12%
1,678
+300
68
$397K 0.12%
21,270
-1,818
69
$378K 0.11%
25,350
+3,100
70
$376K 0.11%
3,099
+479
71
$355K 0.11%
6,375
+980
72
$343K 0.1%
34,445
+2,753
73
$333K 0.1%
2,025
74
$329K 0.1%
2,651
+358
75
$328K 0.1%
+6,675
1 2
3
4 5