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
$190M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.07M
3
+$2.63M
4
MGM icon
MGM Resorts International
MGM
+$2.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M

Top Sells

1
+$3.73M
2
+$1.99M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.27M
5
GPT
Gramercy Property Trust
GPT
+$1.27M

Sector Composition

1 Communication Services 20.68%
2 Consumer Discretionary 10.53%
3 Technology 10.04%
4 Industrials 8.57%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.18%
+10,435
77
$340K 0.18%
6,185
-1,499
78
$312K 0.16%
11,567
-5,188
79
$304K 0.16%
3,526
-5,810
80
$282K 0.15%
5,289
-23,778
81
$279K 0.15%
5,290
-3,471
82
$278K 0.15%
2,758
+432
83
$271K 0.14%
2,625
84
$257K 0.14%
3,365
-74
85
$256K 0.14%
+2,995
86
$254K 0.13%
12,600
-300
87
$250K 0.13%
+3,321
88
$249K 0.13%
3,552
+264
89
$232K 0.12%
19,000
-31,655
90
$229K 0.12%
2,641
-703
91
$229K 0.12%
+22,750
92
$217K 0.11%
+4,027
93
$216K 0.11%
1,738
-6,472
94
$203K 0.11%
+1,320
95
$202K 0.11%
15,831
+2,089
96
$201K 0.11%
1,923
-177
97
$116K 0.06%
2,623
-231
98
$113K 0.06%
10,500
99
$20K 0.01%
10,000
100
– –
-7,930
1 2 3
4
5