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
$349M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.96M
3
+$1.59M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.28M
5
IAU icon
iShares Gold Trust
IAU
+$1.04M

Top Sells

1
+$5.75M
2
+$1.57M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$811K
5
AAPL icon
Apple
AAPL
+$700K

Sector Composition

1 Technology 13.45%
2 Communication Services 11.65%
3 Consumer Discretionary 8.47%
4 Real Estate 4.65%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.41%
11,524
+832
52
$1.24M 0.35%
136,573
-8,264
53
$1.17M 0.34%
57,008
+4,142
54
$1.14M 0.33%
11,179
-177
55
$1.07M 0.31%
7,091
-76
56
$1.07M 0.31%
21,192
-23,618
57
$1.06M 0.3%
16,530
+2
58
$1.03M 0.3%
11,148
+3,547
59
$1.02M 0.29%
6,499
+38
60
$973K 0.28%
+24,995
61
$836K 0.24%
13,700
-200
62
$759K 0.22%
7,026
+650
63
$728K 0.21%
21,372
-165
64
$686K 0.2%
3,301
+319
65
$637K 0.18%
15,837
+576
66
$624K 0.18%
+27,996
67
$615K 0.18%
28,150
68
$604K 0.17%
5,051
+1,675
69
$603K 0.17%
17,977
-16,445
70
$594K 0.17%
12,545
-875
71
$581K 0.17%
28,848
72
$559K 0.16%
17,960
-1,190
73
$558K 0.16%
2,242
-96
74
$543K 0.16%
1,967
+186
75
$534K 0.15%
18,063
1 2
3
4 5