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
$830M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.76M
3
+$7.79M
4
ARKK icon
ARK Innovation ETF
ARKK
+$7.18M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.51M

Top Sells

1
+$16.8M
2
+$4.31M
3
+$2.29M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.85M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$1.23M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 14.72%
3 Communication Services 7.73%
4 Real Estate 3.78%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.69M 0.2%
41,675
-19,947
77
$1.68M 0.2%
3,692
+671
78
$1.63M 0.2%
+22,530
79
$1.62M 0.19%
5,002
-2,278
80
$1.6M 0.19%
70,785
+7,150
81
$1.57M 0.19%
21,136
-5,773
82
$1.42M 0.17%
42,823
+29,363
83
$1.37M 0.16%
4,014
+72
84
$1.36M 0.16%
13,393
-1,100
85
$1.3M 0.16%
7,825
-468
86
$1.25M 0.15%
+3,340
87
$1.22M 0.15%
18,985
+1,536
88
$1.17M 0.14%
+19,130
89
$1.16M 0.14%
5,108
+2,273
90
$1.15M 0.14%
+36,264
91
$1.08M 0.13%
2,925
-82
92
$1.06M 0.13%
11,928
+5,404
93
$1.03M 0.12%
5,007
+1,214
94
$1.03M 0.12%
5,218
+560
95
$1.02M 0.12%
7,810
+390
96
$948K 0.11%
5,322
-403
97
$932K 0.11%
9,299
+788
98
$854K 0.1%
23,582
+558
99
$832K 0.1%
5,661
+731
100
$830K 0.1%
3,232
+490
2 3
4
5 6