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
$469M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.86M
3
+$1.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
MGM icon
MGM Resorts International
MGM
+$1.79M

Top Sells

1
+$20.1M
2
+$14.5M
3
+$7.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.33M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.06M

Sector Composition

1 Consumer Discretionary 22.84%
2 Technology 20.64%
3 Communication Services 10.35%
4 Real Estate 5.19%
5 Utilities 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64M 0.35%
16,070
-1,360
52
$1.38M 0.29%
18,800
+760
53
$1.3M 0.28%
3,390
+32
54
$1.25M 0.27%
55,600
+14,100
55
$1.15M 0.24%
2,594
+113
56
$1.01M 0.22%
42,164
+485
57
$995K 0.21%
+920
58
$962K 0.21%
5,892
+37
59
$942K 0.2%
17,190
+5,372
60
$938K 0.2%
26,956
+5,562
61
$929K 0.2%
8,520
-560
62
$916K 0.2%
17,706
-43
63
$813K 0.17%
3,820
-125
64
$740K 0.16%
3,189
+45
65
$688K 0.15%
11,576
+323
66
$681K 0.15%
+7,516
67
$681K 0.15%
35,372
-8,738
68
$633K 0.14%
6,578
+1,234
69
$623K 0.13%
1,959
-8
70
$618K 0.13%
3,926
+510
71
$611K 0.13%
+14,126
72
$557K 0.12%
2,195
+93
73
$547K 0.12%
3,938
+33
74
$546K 0.12%
57,750
+350
75
$520K 0.11%
7,355
-264
1 2
3
4 5