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
$1.07B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$11.5M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.08M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.97M

Top Sells

1
+$7.08M
2
+$4.05M
3
+$2.72M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.39M
5
URA icon
Global X Uranium ETF
URA
+$1.16M

Sector Composition

1 Consumer Discretionary 16.15%
2 Technology 12.86%
3 Communication Services 5.44%
4 Real Estate 2.84%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.51M 0.23%
28,590
+10,007
77
$2.42M 0.23%
146,605
-3,000
78
$2.35M 0.22%
34,859
-5,898
79
$2.25M 0.21%
24,569
+3,586
80
$2.17M 0.2%
58,482
-1,435
81
$2.16M 0.2%
12,563
-2,023
82
$2.15M 0.2%
42,898
+7,063
83
$2.13M 0.2%
18,906
-420
84
$2.04M 0.19%
27,489
+1,925
85
$2.03M 0.19%
181,453
-49,287
86
$2.01M 0.19%
393,654
-106,223
87
$1.87M 0.17%
23,537
+652
88
$1.78M 0.17%
62,162
-4,310
89
$1.75M 0.16%
40,798
-6,139
90
$1.72M 0.16%
7,086
-118
91
$1.65M 0.15%
11,126
-1,261
92
$1.6M 0.15%
15,608
-26,557
93
$1.59M 0.15%
22,063
-11,084
94
$1.54M 0.14%
11,362
-1,419
95
$1.52M 0.14%
68,927
+19,586
96
$1.38M 0.13%
8,925
-1,703
97
$1.31M 0.12%
2,992
-619
98
$1.29M 0.12%
56,372
-2,053
99
$1.28M 0.12%
10,306
-1,195
100
$1.27M 0.12%
15,071
-3,443
2 3
4
5 6