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
$336M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$6.33M
3
+$2.92M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.23M
5
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
+$1.27M

Top Sells

1
+$5.1M
2
+$3.64M
3
+$2.83M
4
CRON
Cronos Group
CRON
+$1.36M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$733K

Sector Composition

1 Technology 14.57%
2 Communication Services 12.24%
3 Consumer Discretionary 8.81%
4 Real Estate 4.05%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$434K 0.13%
15,765
-175
77
$423K 0.13%
2,707
-48
78
$418K 0.12%
1,691
+13
79
$415K 0.12%
+5,081
80
$407K 0.12%
9,660
-1,215
81
$397K 0.12%
18,750
82
$377K 0.11%
3,505
83
$372K 0.11%
1,865
84
$345K 0.1%
9,115
-350
85
$324K 0.1%
6,043
86
$318K 0.09%
16,208
87
$316K 0.09%
1,665
+132
88
$315K 0.09%
+7,800
89
$313K 0.09%
724
-111
90
$313K 0.09%
2,004
+140
91
$302K 0.09%
2,910
-44
92
$299K 0.09%
2,142
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93
$298K 0.09%
1,231
+12
94
$282K 0.08%
2,297
+14
95
$279K 0.08%
733
+21
96
$275K 0.08%
6,474
97
$273K 0.08%
2,497
-42
98
$270K 0.08%
2,670
-175
99
$266K 0.08%
4,743
-541
100
$265K 0.08%
+1,346
1 2 3
4
5