GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+5.86%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$368M
AUM Growth
+$368M
(+10%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
5.92%
Top 10 Holdings %
Top 10 Hldgs %
47.73%
Holding
125
New
21
Increased
46
Reduced
43
Closed
7
Top Buys
| 1 |
iShares Select Dividend ETF
DVY
|
$3.65M |
| 2 |
NextEra Energy, Inc.
NEE
|
$2.52M |
| 3 |
CRON
Cronos Group
CRON
|
$2.15M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.85M |
| 5 |
iShares US Medical Devices ETF
IHI
|
$1.74M |
Top Sells
| 1 |
MGM Resorts International
MGM
|
$3.42M |
| 2 |
Invesco China Technology ETF
CQQQ
|
$2.23M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.02M |
| 4 |
Northrop Grumman
NOC
|
$1.88M |
| 5 |
iShares MSCI China ETF
MCHI
|
$1.78M |
Sector Composition
| 1 | Technology | 16.93% |
| 2 | Communication Services | 12.67% |
| 3 | Consumer Discretionary | 7.99% |
| 4 | Industrials | 2.8% |
| 5 | Real Estate | 2.14% |
