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
$344M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.89M
3
+$1.62M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.57M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.16M

Top Sells

1
+$2.72M
2
+$2.26M
3
+$1.88M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.67M

Sector Composition

1 Communication Services 12.59%
2 Technology 12.58%
3 Consumer Discretionary 8.34%
4 Real Estate 4.45%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.35%
34,422
-7,594
52
$1.21M 0.35%
10,692
+2,938
53
$1.16M 0.34%
11,356
-11,359
54
$1.11M 0.32%
7,167
+367
55
$1.04M 0.3%
16,528
-826
56
$1.01M 0.29%
1,074
+224
57
$961K 0.28%
6,461
-915
58
$939K 0.27%
7,601
+2,520
59
$888K 0.26%
2,338
+126
60
$885K 0.26%
21,537
-317
61
$883K 0.26%
+31,263
62
$861K 0.25%
31,889
-8,408
63
$752K 0.22%
13,900
-20
64
$722K 0.21%
28,848
65
$718K 0.21%
13,420
-440
66
$709K 0.21%
28,150
+150
67
$687K 0.2%
6,376
+887
68
$649K 0.19%
15,261
+8,787
69
$635K 0.18%
2,982
-184
70
$574K 0.17%
19,150
-3,500
71
$524K 0.15%
1,781
-99
72
$524K 0.15%
18,063
73
$509K 0.15%
11,649
+276
74
$463K 0.13%
47,034
-1,000
75
$444K 0.13%
1,976
+111
1 2
3
4 5