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
$190M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.07M
3
+$2.63M
4
MGM icon
MGM Resorts International
MGM
+$2.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M

Top Sells

1
+$3.73M
2
+$1.99M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.27M
5
GPT
Gramercy Property Trust
GPT
+$1.27M

Sector Composition

1 Communication Services 20.68%
2 Consumer Discretionary 10.53%
3 Technology 10.04%
4 Industrials 8.57%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,334
102
– –
-3,646
103
– –
-48,650
104
– –
-22,955
105
– –
-2,260
106
– –
-36,585
107
– –
-43,831
108
– –
-10,400
1 2 3 4
5