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
$1.07B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$11.5M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.08M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.97M

Top Sells

1
+$7.08M
2
+$4.05M
3
+$2.72M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.39M
5
URA icon
Global X Uranium ETF
URA
+$1.16M

Sector Composition

1 Consumer Discretionary 16.15%
2 Technology 12.86%
3 Communication Services 5.44%
4 Real Estate 2.84%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.42M 0.41%
43,062
-3,609
52
$4.12M 0.38%
132,891
+20,478
53
$4.08M 0.38%
157,956
+27,391
54
$4.04M 0.38%
128,176
-33,603
55
$4M 0.37%
11,206
+1,653
56
$3.87M 0.36%
167,771
+909
57
$3.86M 0.36%
87,955
-7,454
58
$3.75M 0.35%
7,365
+187
59
$3.63M 0.34%
31,060
-2,961
60
$3.53M 0.33%
91,492
+16,889
61
$3.33M 0.31%
22,485
-890
62
$3.33M 0.31%
18,541
+1,702
63
$3.24M 0.3%
159,758
-10,230
64
$3.23M 0.3%
12,081
-1,159
65
$3.22M 0.3%
21,178
+7,794
66
$3.15M 0.29%
19,236
-700
67
$3.12M 0.29%
36,897
+1,503
68
$3.08M 0.29%
+30,000
69
$3.07M 0.29%
144,709
-4,484
70
$3.06M 0.29%
26,329
-294
71
$3.03M 0.28%
28,515
+879
72
$3.03M 0.28%
31,646
+4,546
73
$2.97M 0.28%
+144,685
74
$2.85M 0.27%
98,556
+27,150
75
$2.84M 0.27%
114,012
+29,861
1 2
3
4 5