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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.64M
3
+$2.72M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.34M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.85M

Top Sells

1
+$5.65M
2
+$4.06M
3
+$3.23M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Sector Composition

1 Technology 13.47%
2 Communication Services 12.38%
3 Consumer Discretionary 8.18%
4 Industrials 5.17%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$346K 0.11%
2,025
-300
77
$335K 0.11%
2,620
-43
78
$332K 0.11%
2,220
79
$331K 0.11%
4,392
-1,387
80
$327K 0.11%
+7,403
81
$326K 0.11%
4,540
-30
82
$324K 0.1%
2,285
-65
83
$310K 0.1%
31,692
+10,092
84
$307K 0.1%
2,795
+800
85
$294K 0.09%
1,378
86
$287K 0.09%
2,784
-110
87
$285K 0.09%
+5,695
88
$285K 0.09%
5,422
+14
89
$283K 0.09%
3,801
-250
90
$281K 0.09%
4,475
-220
91
$278K 0.09%
5,770
+230
92
$278K 0.09%
+7,272
93
$277K 0.09%
+22,250
94
$277K 0.09%
5,645
+4
95
$275K 0.09%
+2,912
96
$266K 0.09%
1,233
-135
97
$261K 0.08%
2,293
98
$247K 0.08%
+5,395
99
$236K 0.08%
+14,800
100
$233K 0.08%
+4,880
1 2 3
4
5