GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+1.77%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$349M
AUM Growth
+$349M
(+1.4%)
Cap. Flow
+$908K
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
45.89%
Holding
138
New
17
Increased
55
Reduced
48
Closed
7
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.12M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$1.96M |
| 3 |
Nuveen California Quality Municipal Income Fund
NAC
|
$1.59M |
| 4 |
iShares Select Dividend ETF
DVY
|
$1.28M |
| 5 |
iShares Gold Trust
IAU
|
$1.04M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$5.75M |
| 2 |
iShares Biotechnology ETF
IBB
|
$1.57M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$1.19M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$811K |
| 5 |
Apple
AAPL
|
$700K |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Communication Services | 11.65% |
| 3 | Consumer Discretionary | 8.47% |
| 4 | Real Estate | 4.65% |
| 5 | Industrials | 2.85% |
