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

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
-4,422
104
-2,912
105
-5,770
106
-9,680
107
-12,249
108
-2,394
109
-3,784
110
-4,880
111
-12,710
112
-5,695
113
-4,650
114
-5,645
115
-1,985
116
-14,737
117
-10,137
118
-7,403
119
-2,784
120
-2,285
121
-5,422
122
-3,925
123
-12,120
124
-21,887