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
$721M
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$21.5M
3
+$15.1M
4
ITB icon
iShares US Home Construction ETF
ITB
+$14.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.3M

Top Sells

1
+$2.51M
2
+$1.67M
3
+$1.47M
4
IAU icon
iShares Gold Trust
IAU
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

Sector Composition

1 Consumer Discretionary 22.9%
2 Technology 15.93%
3 Communication Services 7.91%
4 Real Estate 4%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$628K 0.09%
2,825
+505
102
$621K 0.09%
+14,652
103
$617K 0.09%
+2,835
104
$608K 0.08%
+6,524
105
$606K 0.08%
2,639
+444
106
$590K 0.08%
3,753
+545
107
$556K 0.08%
1,972
+13
108
$537K 0.07%
3,861
-77
109
$533K 0.07%
+5,801
110
$527K 0.07%
3,213
+874
111
$517K 0.07%
1,437
-2
112
$495K 0.07%
2,130
+1,222
113
$495K 0.07%
10,317
+1,236
114
$493K 0.07%
+22,433
115
$486K 0.07%
50,750
-7,000
116
$456K 0.06%
14,712
+6,012
117
$447K 0.06%
895
-19
118
$445K 0.06%
+13,460
119
$416K 0.06%
+10,000
120
$407K 0.06%
2,790
+119
121
$403K 0.06%
1,070
+194
122
$392K 0.05%
+1,764
123
$392K 0.05%
7,247
-2,484
124
$387K 0.05%
+12,605
125
$371K 0.05%
2,660
-398
3 4
5
6 7