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
$353M
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.15M
3
+$5.4M
4
GLD icon
SPDR Gold Trust
GLD
+$4.77M
5
IAU icon
iShares Gold Trust
IAU
+$3.35M

Top Sells

1
+$13.5M
2
+$11.2M
3
+$7.57M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3M
5
FNKO icon
Funko
FNKO
+$2.06M

Sector Composition

1 Technology 15.67%
2 Communication Services 10.88%
3 Consumer Discretionary 10.44%
4 Real Estate 5.37%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.42%
30,635
+1,047
52
$1.47M 0.42%
21,555
-1,188
53
$1.45M 0.41%
26,756
-10,268
54
$1.45M 0.41%
21,363
-4,044
55
$1.33M 0.38%
4,168
+1,205
56
$1.26M 0.36%
15,300
-2,953
57
$1.23M 0.35%
45,697
+32,572
58
$1.22M 0.35%
3,593
-1,172
59
$1.21M 0.34%
22,596
-13,139
60
$1.14M 0.32%
+46,362
61
$966K 0.27%
17,222
-134,991
62
$952K 0.27%
16,400
+1,420
63
$938K 0.27%
19,286
+2,790
64
$924K 0.26%
+16,608
65
$832K 0.24%
+2,936
66
$813K 0.23%
5,905
-595
67
$809K 0.23%
58,526
-30,438
68
$785K 0.22%
15,749
-60,228
69
$770K 0.22%
15,517
+10,792
70
$747K 0.21%
22,946
-5,895
71
$747K 0.21%
17,930
+290
72
$664K 0.19%
34,700
+4,654
73
$662K 0.19%
21,394
+88
74
$635K 0.18%
6,148
+993
75
$598K 0.17%
3,408
-3,128
1 2
3
4 5