GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+11.7%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$396M
AUM Growth
+$396M
(+14%)
Cap. Flow
+$12.9M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
47.32%
Holding
140
New
9
Increased
59
Reduced
51
Closed
10
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.62M |
| 2 |
iShares Select Dividend ETF
DVY
|
$1.46M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$1.45M |
| 4 |
Global X Internet of Things ETF
SNSR
|
$1.38M |
| 5 |
Ulta Beauty
ULTA
|
$1.18M |
Top Sells
| 1 |
JHD
Nuveen High Income December 2019 Target Term Fund
JHD
|
$1.66M |
| 2 |
Microsoft
MSFT
|
$1.41M |
| 3 |
Constellation Brands
STZ
|
$1.12M |
| 4 |
Intel
INTC
|
$956K |
| 5 |
iShares Biotechnology ETF
IBB
|
$709K |
Sector Composition
| 1 | Technology | 14% |
| 2 | Communication Services | 11.62% |
| 3 | Consumer Discretionary | 9.84% |
| 4 | Real Estate | 4.65% |
| 5 | Industrials | 2.32% |
