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
$159M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Sells

1 +$2.31M
2 +$1.1M
3 +$719K
4
IMAX icon
IMAX
IMAX
+$654K
5
ULTA icon
Ulta Beauty
ULTA
+$554K

Sector Composition

1 Communication Services 22.79%
2 Technology 12.57%
3 Industrials 12.25%
4 Healthcare 12.04%
5 Consumer Discretionary 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$268K 0.17%
+3,439
77
$258K 0.16%
3,220
78
$249K 0.16%
+2,460
79
$223K 0.14%
+2,109
80
$213K 0.13%
3,886
-1,079
81
$203K 0.13%
+12,000
82
$185K 0.12%
10,400
83
$155K 0.1%
+3,931
84
$150K 0.09%
13,742
85
$109K 0.07%
+10,500
86
$44K 0.03%
+52
87
$26K 0.02%
10,000
88
-30,013
89
-4,030
90
-5,000
91
-27,210