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
$830M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.76M
3
+$7.79M
4
ARKK icon
ARK Innovation ETF
ARKK
+$7.18M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.51M

Top Sells

1
+$16.8M
2
+$4.31M
3
+$2.29M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.85M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$1.23M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 14.72%
3 Communication Services 7.73%
4 Real Estate 3.78%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.95M 0.35%
+95,849
52
$2.93M 0.35%
20,754
+939
53
$2.92M 0.35%
27,602
+816
54
$2.9M 0.35%
15,884
+1,207
55
$2.79M 0.34%
17,706
+1,074
56
$2.71M 0.33%
6,822
-469
57
$2.68M 0.32%
20,250
+102
58
$2.66M 0.32%
17,449
+11,171
59
$2.65M 0.32%
48,567
+41,808
60
$2.59M 0.31%
+19,766
61
$2.52M 0.3%
6,350
-423
62
$2.37M 0.28%
159,280
+4,245
63
$2.34M 0.28%
17,636
+1,355
64
$2.31M 0.28%
9,032
+5,421
65
$2.13M 0.26%
227,086
-131,480
66
$2.02M 0.24%
4,256
-114
67
$2.02M 0.24%
40,322
-2,654
68
$2.02M 0.24%
19,560
+200
69
$1.92M 0.23%
25,591
+5,379
70
$1.89M 0.23%
27,750
-140
71
$1.81M 0.22%
16,141
-6,404
72
$1.79M 0.22%
52,521
+21,014
73
$1.76M 0.21%
55,926
+41,214
74
$1.76M 0.21%
20,737
-1,275
75
$1.69M 0.2%
5,262
-422
1 2
3
4 5