GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.23B
This Quarter Return
-5.23%
1 Year Return
+10.64%
3 Year Return
+36.43%
5 Year Return
+223.98%
10 Year Return
–
AUM
$2.23B
AUM Growth
-$73.5M
Cap. Flow
+$81.2M
Cap. Flow %
3.65%
Top 10 Hldgs %
40.65%
Holding
309
New
26
Increased
172
Reduced
84
Closed
17

Top Buys

1
$12M
2
$8.05M
3
$7.54M
4
$5.62M
5
$4.26M

Top Sells

1
$6.85M
2
$4.16M
3
$3.26M
4
$2.65M
5
$1.27M

Sector Composition

1Technology13.24%
2Consumer Discretionary5.88%
3Communication Services4.85%
4Financials1.72%
5Healthcare1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.33M0.1% 28,563
-9,952
-26%
-$810K
$2.3M0.1% 74,190
+15,103
+26%
+$468K
$2.26M0.1% 11,334
-5,121
-31%
-$1.02M
$2.19M0.1% 6,262
+197
+3%
+$69.1K
$2.14M0.1% 74,982
+1,224
+2%
+$35K
$2.07M0.09% 54,000
+250
+0.5%
+$9.58K
$2.07M0.09% 10,651
+311
+3%
+$60.3K
$2.06M0.09% 6,606
-38
-0.6%
-$11.8K
$1.99M0.09% 21,851
-45,596
-68%
-$4.16M
$1.97M0.09% 11,392
+332
+3%
+$57.5K
$1.94M0.09% 54,397
-3,088
-5%
-$110K
$1.89M0.09% 6,571
+292
+5%
+$84.1K
$1.87M0.08% 2,826
+246
+10%
+$163K
$1.81M0.08% 4,864
+772
+19%
+$287K
$1.71M0.08% 40,505––
$1.62M0.07% 11,298
+2,297
+26%
+$329K
$1.57M0.07% 4,449
+690
+18%
+$243K
$1.56M0.07% 35,060
-190
-0.5%
-$8.47K
$1.53M0.07% 7,602
-410
-5%
-$82.3K
$1.47M0.07% 3,967
+267
+7%
+$99K
$1.46M0.07% 49,157
+31,844
+184%
+$945K
$1.44M0.06% 8,319
+266
+3%
+$45.9K
$1.43M0.06% 22,946
+936
+4%
+$58.4K
$1.4M0.06% 6,398
-103
-2%
-$22.5K
$1.36M0.06% 14,248
-376
-3%
-$35.9K
1 3456713