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
$469M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.86M
3
+$1.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
MGM icon
MGM Resorts International
MGM
+$1.79M

Top Sells

1
+$20.1M
2
+$14.5M
3
+$7.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.33M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.06M

Sector Composition

1 Consumer Discretionary 22.84%
2 Technology 20.64%
3 Communication Services 10.35%
4 Real Estate 5.19%
5 Utilities 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.06%
+908
102
$264K 0.06%
4,680
+98
103
$263K 0.06%
2,440
-925
104
$257K 0.05%
51,300
-124,100
105
$248K 0.05%
+6,200
106
$238K 0.05%
+7,747
107
$236K 0.05%
+8,700
108
$236K 0.05%
+6,120
109
$232K 0.05%
+392
110
$229K 0.05%
3,799
-2,767
111
$221K 0.05%
1,497
-82
112
$217K 0.05%
971
-713
113
$216K 0.05%
+694
114
$209K 0.04%
2,657
115
$202K 0.04%
+3,477
116
$202K 0.04%
834
-29
117
$152K 0.03%
1,224
-88
118
$131K 0.03%
14,580
-1,500
119
$120K 0.03%
2,239
+7
120
$96K 0.02%
13,030
-411
121
$95K 0.02%
1,600
122
$83K 0.02%
15,300
123
– –
-4,111
124
– –
-5,312
125
– –
-31,296
2 3 4
5
6