GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.89M
3
+$1.62M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.57M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.16M

Top Sells

1
+$2.72M
2
+$2.26M
3
+$1.88M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.67M

Sector Composition

1 Communication Services 12.59%
2 Technology 12.58%
3 Consumer Discretionary 8.34%
4 Real Estate 4.45%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$442K 0.13%
2,707
77
$421K 0.12%
18,750
78
$417K 0.12%
+9,000
79
$413K 0.12%
9,470
-190
80
$410K 0.12%
1,682
-9
81
$407K 0.12%
2,814
-55
82
$388K 0.11%
3,376
+879
83
$388K 0.11%
3,505
84
$366K 0.11%
9,440
+325
85
$351K 0.1%
24,300
+13,500
86
$349K 0.1%
6,143
+100
87
$343K 0.1%
852
+128
88
$335K 0.1%
3,058
+148
89
$329K 0.1%
1,248
+17
90
$313K 0.09%
1,809
-195
91
$304K 0.09%
1,654
-11
92
$304K 0.09%
1,105
93
$302K 0.09%
2,710
+40
94
$299K 0.09%
2,408
+111
95
$292K 0.08%
2,102
-40
96
$290K 0.08%
798
+65
97
$275K 0.08%
1,346
98
$273K 0.08%
4,703
-40
99
$272K 0.08%
8,016
+216
100
$270K 0.08%
2,381
-221
1 2 3
4
5