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
$721M
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$21.5M
3
+$15.1M
4
ITB icon
iShares US Home Construction ETF
ITB
+$14.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.3M

Top Sells

1
+$2.51M
2
+$1.67M
3
+$1.47M
4
IAU icon
iShares Gold Trust
IAU
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

Sector Composition

1 Consumer Discretionary 22.9%
2 Technology 15.93%
3 Communication Services 7.91%
4 Real Estate 4%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.37%
+50,676
52
$2.53M 0.35%
6,773
+420
53
$2.5M 0.35%
+19,815
54
$2.49M 0.35%
61,622
-16,728
55
$2.35M 0.33%
155,035
-2,150
56
$2.34M 0.32%
50,298
-4,788
57
$2.3M 0.32%
16,281
+2,188
58
$2.22M 0.31%
7,280
-1,568
59
$2.19M 0.3%
4,370
+64
60
$2.16M 0.3%
42,976
-6,157
61
$1.98M 0.27%
22,012
+4,822
62
$1.98M 0.27%
+27,890
63
$1.92M 0.27%
5,684
+444
64
$1.85M 0.26%
37,985
+23,859
65
$1.74M 0.24%
26,909
-11,828
66
$1.7M 0.24%
19,360
+560
67
$1.51M 0.21%
+30,399
68
$1.51M 0.21%
63,635
+8,035
69
$1.48M 0.2%
14,493
-5,363
70
$1.41M 0.19%
3,021
+427
71
$1.35M 0.19%
+20,212
72
$1.33M 0.18%
+3,942
73
$1.31M 0.18%
8,511
+3,453
74
$1.22M 0.17%
8,293
-227
75
$1.07M 0.15%
3,007
-383
1 2
3
4 5