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
$334M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.58M
3
+$1.87M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.68M

Top Sells

1
+$3.48M
2
+$2.07M
3
+$1.84M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.29M

Sector Composition

1 Technology 15.51%
2 Communication Services 13.28%
3 Consumer Discretionary 8.49%
4 Industrials 3.74%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$127K 0.04%
12,100
102
$35K 0.01%
10,000
103
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