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
$289M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$2.63M
3
+$2.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.72M
5
TWX
Time Warner Inc
TWX
+$1.66M

Top Sells

1
+$3.05M
2
+$2.92M
3
+$2.06M
4
NAC icon
Nuveen California Quality Municipal Income Fund
NAC
+$1.12M
5
TMUS icon
T-Mobile US
TMUS
+$979K

Sector Composition

1 Communication Services 13.86%
2 Technology 13.2%
3 Consumer Discretionary 7.96%
4 Industrials 5.35%
5 Financials 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.13%
2,663
-33
77
$371K 0.13%
9,780
-125
78
$341K 0.12%
+4,634
79
$340K 0.12%
6,451
-614
80
$338K 0.12%
4,051
+106
81
$334K 0.12%
5,641
+866
82
$330K 0.11%
2,350
+40
83
$317K 0.11%
4,570
-40
84
$308K 0.11%
10,440
-201
85
$307K 0.11%
2,894
+46
86
$307K 0.11%
5,408
-1,097
87
$306K 0.11%
2,761
+125
88
$303K 0.1%
1,378
89
$302K 0.1%
4,695
90
$298K 0.1%
5,930
-1,600
91
$287K 0.1%
2,293
-160
92
$282K 0.1%
+2,220
93
$281K 0.1%
2,471
-368
94
$261K 0.09%
5,540
+263
95
$256K 0.09%
1,461
+60
96
$256K 0.09%
1,368
+100
97
$251K 0.09%
1,610
-135
98
$250K 0.09%
+5,025
99
$224K 0.08%
1,868
+10
100
$215K 0.07%
+2,653
1 2 3
4
5