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
$396M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.46M
3
+$1.45M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$1.38M
5
ULTA icon
Ulta Beauty
ULTA
+$1.18M

Top Sells

1
+$1.66M
2
+$1.41M
3
+$1.12M
4
INTC icon
Intel
INTC
+$956K
5
IBB icon
iShares Biotechnology ETF
IBB
+$709K

Sector Composition

1 Technology 14%
2 Communication Services 11.62%
3 Consumer Discretionary 9.84%
4 Real Estate 4.65%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.13%
16,163
-1,900
77
$504K 0.13%
1,565
+761
78
$501K 0.13%
2,752
+14
79
$490K 0.12%
12,300
+3,550
80
$476K 0.12%
1,977
+17
81
$475K 0.12%
48,694
-300
82
$464K 0.12%
9,975
+595
83
$448K 0.11%
1,859
-512
84
$429K 0.11%
3,585
-55
85
$426K 0.11%
10,350
+35
86
$415K 0.1%
2,814
-9
87
$409K 0.1%
2,942
+222
88
$401K 0.1%
3,218
+17
89
$396K 0.1%
17,250
-1,500
90
$391K 0.1%
8,240
-2,749
91
$362K 0.09%
10,307
-7,670
92
$358K 0.09%
2,795
-892
93
$338K 0.09%
2,807
-1,337
94
$337K 0.08%
1,796
-15
95
$335K 0.08%
6,346
96
$331K 0.08%
2,705
+408
97
$324K 0.08%
9,242
-110
98
$319K 0.08%
7,257
-459
99
$313K 0.08%
1,366
100
$312K 0.08%
1,521
-721
2 3
4
5 6