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
$349M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.96M
3
+$1.59M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.28M
5
IAU icon
iShares Gold Trust
IAU
+$1.04M

Top Sells

1
+$5.75M
2
+$1.57M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$811K
5
AAPL icon
Apple
AAPL
+$700K

Sector Composition

1 Technology 13.45%
2 Communication Services 11.65%
3 Consumer Discretionary 8.47%
4 Real Estate 4.65%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$531K 0.15%
+13,014
77
$491K 0.14%
4,144
+1,736
78
$486K 0.14%
48,994
+1,960
79
$476K 0.14%
3,687
+1,844
80
$472K 0.14%
1,960
-16
81
$464K 0.13%
+1,854
82
$463K 0.13%
10,989
-660
83
$458K 0.13%
2,371
+717
84
$455K 0.13%
2,738
+31
85
$433K 0.12%
823
-251
86
$406K 0.12%
3,640
+135
87
$404K 0.12%
18,750
88
$398K 0.11%
10,315
+875
89
$398K 0.11%
3,201
+143
90
$397K 0.11%
9,380
-90
91
$387K 0.11%
2,823
+9
92
$378K 0.11%
37,620
+23,400
93
$364K 0.1%
1,678
-4
94
$359K 0.1%
1,248
95
$349K 0.1%
6,346
+203
96
$321K 0.09%
846
+48
97
$320K 0.09%
2,720
+10
98
$316K 0.09%
7,716
+1,369
99
$311K 0.09%
1,811
+2
100
$304K 0.09%
+8,750
2 3
4
5 6