GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
-14.28%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$284M
AUM Growth
+$284M
(-23%)
Cap. Flow
-$19.1M
Cap. Flow
% of AUM
-6.71%
Top 10 Holdings %
Top 10 Hldgs %
44.33%
Holding
129
New
13
Increased
41
Reduced
53
Closed
16
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.95M |
| 2 |
Microsoft
MSFT
|
$3.94M |
| 3 |
Amazon
AMZN
|
$2.3M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.21M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.77M |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$12.8M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$6.66M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$5.16M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.53M |
| 5 |
Trupanion
TRUP
|
$2.87M |
Sector Composition
| 1 | Technology | 15.47% |
| 2 | Communication Services | 13.34% |
| 3 | Consumer Discretionary | 9.89% |
| 4 | Real Estate | 3.2% |
| 5 | Industrials | 2.66% |
