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
$721M
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$21.5M
3
+$15.1M
4
ITB icon
iShares US Home Construction ETF
ITB
+$14.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.3M

Top Sells

1
+$2.51M
2
+$1.67M
3
+$1.47M
4
IAU icon
iShares Gold Trust
IAU
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

Sector Composition

1 Consumer Discretionary 22.9%
2 Technology 15.93%
3 Communication Services 7.91%
4 Real Estate 4%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.14%
4,300
+2,699
77
$995K 0.14%
5,725
-167
78
$928K 0.13%
31,507
-10,657
79
$869K 0.12%
17,449
-257
80
$847K 0.12%
23,024
-3,932
81
$837K 0.12%
3,611
-209
82
$826K 0.11%
30,122
-5,250
83
$822K 0.11%
4,658
+732
84
$798K 0.11%
13,597
+2,021
85
$797K 0.11%
6,278
-300
86
$785K 0.11%
3,207
+18
87
$775K 0.11%
7,420
+65
88
$774K 0.11%
25,149
+17,402
89
$755K 0.1%
+2,635
90
$738K 0.1%
+3,793
91
$733K 0.1%
12,378
+6
92
$696K 0.1%
+4,930
93
$694K 0.1%
+2,742
94
$688K 0.1%
+2,004
95
$683K 0.09%
+5,782
96
$677K 0.09%
6,967
+2,398
97
$673K 0.09%
13,700
-398
98
$663K 0.09%
15,160
+5,390
99
$635K 0.09%
2,907
+1,037
100
$630K 0.09%
+6,653
2 3
4
5 6