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
$334M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.51%
2 Communication Services 13.28%
3 Consumer Discretionary 8.49%
4 Industrials 3.74%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$327K 0.1%
4,600
+60
77
$323K 0.1%
3,075
+280
78
$317K 0.09%
4,458
+66
79
$316K 0.09%
2,220
80
$316K 0.09%
1,689
-385
81
$300K 0.09%
3,676
-125
82
$298K 0.09%
846
-1,097
83
$293K 0.09%
3,499
-1,310
84
$286K 0.09%
26,641
-18,553
85
$283K 0.08%
4,400
-75
86
$280K 0.08%
3,360
-41,753
87
$265K 0.08%
1,200
88
$254K 0.08%
15,600
+800
89
$246K 0.07%
1,864
90
$244K 0.07%
+727
91
$241K 0.07%
+5,365
92
$240K 0.07%
3,074
-85
93
$235K 0.07%
1,213
-20
94
$230K 0.07%
+2,954
95
$229K 0.07%
6,205
96
$208K 0.06%
1,790
-95
97
$203K 0.06%
+1,843
98
$169K 0.05%
2,489
99
$151K 0.05%
11,300
-4,485
100
$129K 0.04%
+18,550