GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$396M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.46M
3
+$1.45M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$1.38M
5
ULTA icon
Ulta Beauty
ULTA
+$1.18M

Top Sells

1
+$1.66M
2
+$1.41M
3
+$1.12M
4
INTC icon
Intel
INTC
+$956K
5
IBB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$300K 0.08%
1,417
-64
102
$295K 0.07%
13,125
+4,000
103
$292K 0.07%
4,639
+21
104
$261K 0.07%
803
-43
105
$254K 0.06%
23,500
+6,500
106
$246K 0.06%
2,281
-19
107
$245K 0.06%
1,680
-250
108
$238K 0.06%
+4,725
109
$238K 0.06%
6,192
-1,800
110
$237K 0.06%
1,452
-40
111
$236K 0.06%
18,608
+800
112
$236K 0.06%
+3,690
113
$231K 0.06%
891
-20
114
$221K 0.06%
1,125
115
$218K 0.05%
2,332
-3
116
$215K 0.05%
+729
117
$214K 0.05%
731
-517
118
$213K 0.05%
16,080
-4,380
119
$206K 0.05%
+5,500
120
$205K 0.05%
+6,500
121
$202K 0.05%
+2,329
122
$184K 0.05%
2,592
123
$162K 0.04%
14,550
+4,300
124
$84K 0.02%
1,600
125
$43K 0.01%
30
2 3 4
5
6