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
$396M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.46M
3
+$1.45M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$1.38M
5
ULTA icon
Ulta Beauty
ULTA
+$1.18M

Top Sells

1
+$1.66M
2
+$1.41M
3
+$1.12M
4
INTC icon
Intel
INTC
+$956K
5
IBB icon
iShares Biotechnology ETF
IBB
+$709K

Sector Composition

1 Technology 14%
2 Communication Services 11.62%
3 Consumer Discretionary 9.84%
4 Real Estate 4.65%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.42%
28,841
-2,825
52
$1.65M 0.42%
6,536
+4,682
53
$1.6M 0.4%
88,964
-2,161
54
$1.59M 0.4%
15,656
+4,477
55
$1.49M 0.37%
29,588
+8,396
56
$1.38M 0.35%
+58,610
57
$1.17M 0.3%
26,315
+1,320
58
$1.14M 0.29%
16,496
-34
59
$1.12M 0.28%
6,786
-305
60
$1.05M 0.26%
6,500
+1
61
$1.02M 0.26%
+67,755
62
$1M 0.25%
14,980
+1,280
63
$976K 0.25%
2,963
+996
64
$851K 0.21%
28,450
+300
65
$803K 0.2%
6,946
-80
66
$791K 0.2%
21,306
-66
67
$786K 0.2%
17,694
+1,857
68
$749K 0.19%
3,314
+13
69
$744K 0.19%
71,220
+33,600
70
$701K 0.18%
17,640
-320
71
$680K 0.17%
12,205
-340
72
$656K 0.17%
30,046
+2,050
73
$643K 0.16%
3,396
-5,907
74
$642K 0.16%
5,155
+104
75
$516K 0.13%
28,848
1 2
3
4 5