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
$349M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.96M
3
+$1.59M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.28M
5
IAU icon
iShares Gold Trust
IAU
+$1.04M

Top Sells

1
+$5.75M
2
+$1.57M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$811K
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.09%
1,366
+20
102
$287K 0.08%
2,297
-84
103
$283K 0.08%
4,618
-85
104
$272K 0.08%
+9,352
105
$271K 0.08%
7,992
-24
106
$265K 0.08%
17,808
+1,600
107
$249K 0.07%
1,930
-172
108
$247K 0.07%
+1,481
109
$247K 0.07%
911
-194
110
$238K 0.07%
2,300
+131
111
$237K 0.07%
804
+123
112
$225K 0.06%
1,492
+30
113
$218K 0.06%
2,800
114
$216K 0.06%
+9,125
115
$207K 0.06%
+2,335
116
$202K 0.06%
+1,125
117
$200K 0.06%
+4,067
118
$175K 0.05%
+20,460
119
$175K 0.05%
+17,000
120
$162K 0.05%
2,592
+88
121
$121K 0.03%
14,090
-1,710
122
$114K 0.03%
10,786
123
$110K 0.03%
+10,250
124
$84K 0.02%
+1,600
125
$44K 0.01%
+30
2 3 4
5
6