GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+3.55%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$289M
AUM Growth
+$289M
(+5.5%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
5.16%
Top 10 Holdings %
Top 10 Hldgs %
44.43%
Holding
116
New
10
Increased
45
Reduced
47
Closed
7
Top Buys
| 1 |
iShares Biotechnology ETF
IBB
|
$6.86M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.49M |
| 3 |
iShares Select Dividend ETF
DVY
|
$2.63M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.72M |
| 5 |
TWX
Time Warner Inc
TWX
|
$1.66M |
Top Sells
| 1 |
ETP
Energy Transfer Partners, L.P.
ETP
|
$3.05M |
| 2 |
DigitalBridge
DBRG
|
$2.92M |
| 3 |
MGM Resorts International
MGM
|
$2.06M |
| 4 |
Nuveen California Quality Municipal Income Fund
NAC
|
$1.12M |
| 5 |
T-Mobile US
TMUS
|
$979K |
Sector Composition
| 1 | Communication Services | 13.86% |
| 2 | Technology | 13.2% |
| 3 | Consumer Discretionary | 7.96% |
| 4 | Industrials | 5.35% |
| 5 | Financials | 3.95% |
