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
$368M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$3.65M
2 +$2.52M
3 +$2.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.74M

Top Sells

1 +$3.42M
2 +$2.23M
3 +$2.02M
4
NOC icon
Northrop Grumman
NOC
+$1.88M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.78M

Sector Composition

1 Technology 16.93%
2 Communication Services 12.67%
3 Consumer Discretionary 7.99%
4 Industrials 2.8%
5 Real Estate 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$422K 0.11%
+8,435
77
$416K 0.11%
2,982
-117
78
$409K 0.11%
+10,255
79
$393K 0.11%
24,050
-1,300
80
$384K 0.1%
+8,867
81
$372K 0.1%
+3,348
82
$355K 0.1%
1,430
+230
83
$340K 0.09%
35,045
+600
84
$340K 0.09%
7,082
-46,369
85
$332K 0.09%
+681
86
$323K 0.09%
2,220
87
$318K 0.09%
2,025
88
$317K 0.09%
1,533
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89
$314K 0.09%
12,423
-5,087
90
$310K 0.08%
+6,950
91
$309K 0.08%
4,600
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92
$307K 0.08%
7,487
-7,145
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94
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3,501
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95
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96
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2,324
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97
$284K 0.08%
1,887
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98
$280K 0.08%
30,470
-42,000
99
$278K 0.08%
+2,506
100
$277K 0.08%
727