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
$368M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.52M
3
+$2.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.74M

Top Sells

1
+$3.42M
2
+$2.23M
3
+$2.02M
4
NOC icon
Northrop Grumman
NOC
+$1.88M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.78M

Sector Composition

1 Technology 16.93%
2 Communication Services 12.67%
3 Consumer Discretionary 7.99%
4 Industrials 2.8%
5 Real Estate 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$919K 0.25%
21,885
-401
52
$875K 0.24%
31,132
-12,940
53
$863K 0.23%
14,691
54
$863K 0.23%
22,789
-9,764
55
$856K 0.23%
11,159
+536
56
$789K 0.21%
13,180
-29,684
57
$760K 0.21%
+7,500
58
$759K 0.21%
6,749
-5,092
59
$756K 0.21%
12,520
+780
60
$753K 0.2%
+2,565
61
$729K 0.2%
24,620
-4,075
62
$674K 0.18%
17,414
+500
63
$669K 0.18%
3,116
-87
64
$645K 0.18%
23,952
-126,968
65
$597K 0.16%
10,475
+157
66
$528K 0.14%
1,920
+15
67
$499K 0.14%
+4,674
68
$487K 0.13%
+11,920
69
$477K 0.13%
20,685
-585
70
$476K 0.13%
14,138
-22,612
71
$451K 0.12%
3,981
+906
72
$451K 0.12%
1,678
73
$447K 0.12%
2,524
-59
74
$446K 0.12%
20,695
-4,305
75
$431K 0.12%
+2,674
1 2
3
4 5