GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.89M
3
+$1.62M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.57M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.16M

Top Sells

1
+$2.72M
2
+$2.26M
3
+$1.88M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.68M
5
IEFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.08%
6,347
+128
102
$262K 0.08%
16,208
103
$248K 0.07%
2,169
-280
104
$243K 0.07%
681
105
$231K 0.07%
+6,700
106
$228K 0.07%
3,845
-3,180
107
$227K 0.07%
5,237
+250
108
$219K 0.06%
+1,462
109
$217K 0.06%
2,800
110
$211K 0.06%
1,843
-76
111
$209K 0.06%
1,433
-446
112
$203K 0.06%
+4,080
113
$143K 0.04%
15,800
-2,660
114
$140K 0.04%
14,220
115
$139K 0.04%
2,504
116
$86K 0.03%
10,786
117
$14K ﹤0.01%
10,000
118
– –
-9,795
119
– –
-1,729
120
– –
-160,859
121
– –
-15,765
1 2 3 4
5