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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.64M
3
+$2.72M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.34M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.85M

Top Sells

1
+$5.65M
2
+$4.06M
3
+$3.23M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Sector Composition

1 Technology 13.47%
2 Communication Services 12.38%
3 Consumer Discretionary 8.18%
4 Industrials 5.17%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$229K 0.07%
1,200
-410
102
$229K 0.07%
3,925
-5,390
103
$224K 0.07%
+1,985
104
$222K 0.07%
1,864
-607
105
$211K 0.07%
15,785
-59,165
106
$209K 0.07%
3,159
-90
107
$205K 0.07%
+6,205
108
$204K 0.07%
+12,120
109
$203K 0.07%
+1,885
110
$158K 0.05%
12,249
111
$155K 0.05%
2,489
-55
112
$128K 0.04%
12,100
113
$42K 0.01%
+10,000
114
– –
-9,849
115
– –
-1,131
116
– –
-2,653
117
– –
-123,710
118
– –
-4,366
119
– –
-1,868
120
– –
-2,332
121
– –
-2,257
122
– –
-5,930
123
– –
-8,565
124
– –
-27,260
125
– –
-5,025
1 2 3 4
5