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
$469M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.86M
3
+$1.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
MGM icon
MGM Resorts International
MGM
+$1.79M

Top Sells

1
+$20.1M
2
+$14.5M
3
+$7.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.33M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.06M

Sector Composition

1 Consumer Discretionary 22.84%
2 Technology 20.64%
3 Communication Services 10.35%
4 Real Estate 5.19%
5 Utilities 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.11%
12,372
+42
77
$499K 0.11%
2,320
+463
78
$477K 0.1%
3,208
+847
79
$448K 0.1%
3,058
+1,075
80
$441K 0.09%
+5,058
81
$433K 0.09%
9,731
-4,549
82
$432K 0.09%
1,439
+119
83
$423K 0.09%
+9,081
84
$388K 0.08%
14,098
-3,245
85
$373K 0.08%
1,870
+48
86
$359K 0.08%
914
+15
87
$357K 0.08%
2,671
+36
88
$356K 0.08%
1,474
+81
89
$355K 0.08%
+9,770
90
$353K 0.08%
+4,569
91
$339K 0.07%
31,750
+7,200
92
$337K 0.07%
17,530
-2,470
93
$334K 0.07%
2,339
-540
94
$333K 0.07%
5,578
+32
95
$315K 0.07%
1,601
+143
96
$310K 0.07%
876
+109
97
$298K 0.06%
4,661
+15
98
$294K 0.06%
3,714
+370
99
$276K 0.06%
1,170
+45
100
$268K 0.06%
+3,392
2 3
4
5 6