GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+25.19%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$469M
AUM Growth
+$469M
(+3.8%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
51.59%
Holding
150
New
18
Increased
64
Reduced
37
Closed
28
Top Buys
| 1 |
Apple
AAPL
|
$5.48M |
| 2 |
ARK Innovation ETF
ARKK
|
$3.86M |
| 3 |
SPDR Gold Trust
GLD
|
$1.85M |
| 4 |
iShares Gold Trust
IAU
|
$1.81M |
| 5 |
MGM Resorts International
MGM
|
$1.79M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$20.1M |
| 2 |
iShares US Medical Devices ETF
IHI
|
$14.5M |
| 3 |
iShares Biotechnology ETF
IBB
|
$7.63M |
| 4 |
Invesco QQQ Trust
QQQ
|
$6.33M |
| 5 |
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% |
