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
$368M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.52M
3
+$2.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.74M

Top Sells

1
+$3.42M
2
+$2.23M
3
+$2.02M
4
NOC icon
Northrop Grumman
NOC
+$1.88M
5
MCHI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.07%
+5,822
102
$272K 0.07%
+6,635
103
$264K 0.07%
5,635
-740
104
$264K 0.07%
5,103
-262
105
$263K 0.07%
16,208
+608
106
$261K 0.07%
23,181
-3,460
107
$257K 0.07%
+722
108
$255K 0.07%
5,525
-1,150
109
$252K 0.07%
3,241
-1,217
110
$247K 0.07%
2,954
111
$226K 0.06%
465
-381
112
$215K 0.06%
+4,852
113
$213K 0.06%
3,570
-1,030
114
$157K 0.04%
2,494
+5
115
$131K 0.04%
12,350
+250
116
$16K ﹤0.01%
10,500
+500
117
– –
-6,205
118
– –
-1,689
119
– –
-11,300
120
– –
-3,360
121
– –
-1,790
122
– –
-1,843
123
– –
-1,213
1 2 3 4
5