GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+4.8%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(+2.2%)
Cap. Flow
-$4.42M
Cap. Flow
% of AUM
-1.29%
Top 10 Holdings %
Top 10 Hldgs %
46.21%
Holding
124
New
5
Increased
43
Reduced
55
Closed
4
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.92M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$2.89M |
| 3 |
Blackstone
BX
|
$1.62M |
| 4 |
iShares Select Dividend ETF
DVY
|
$1.57M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.16M |
Top Sells
| 1 |
CTRL
Control4 Corporation
CTRL
|
$2.72M |
| 2 |
Apple
AAPL
|
$2.26M |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
$1.88M |
| 4 |
iShares Biotechnology ETF
IBB
|
$1.68M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.67M |
Sector Composition
| 1 | Communication Services | 12.59% |
| 2 | Technology | 12.58% |
| 3 | Consumer Discretionary | 8.34% |
| 4 | Real Estate | 4.45% |
| 5 | Industrials | 2.75% |
