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
$830M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.76M
3
+$7.79M
4
ARKK icon
ARK Innovation ETF
ARKK
+$7.18M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.51M

Top Sells

1
+$16.8M
2
+$4.31M
3
+$2.29M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.85M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$1.23M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 14.72%
3 Communication Services 7.73%
4 Real Estate 3.78%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$816K 0.1%
3,207
+1,945
102
$801K 0.1%
2,664
+29
103
$794K 0.1%
+3,001
104
$788K 0.09%
3,207
105
$778K 0.09%
78,250
+27,500
106
$763K 0.09%
13,137
-460
107
$750K 0.09%
3,541
+1,777
108
$745K 0.09%
2,996
+357
109
$740K 0.09%
3,495
+588
110
$715K 0.09%
23,351
+10,746
111
$697K 0.08%
4,242
+489
112
$694K 0.08%
2,861
-1,439
113
$682K 0.08%
25,006
-5,116
114
$673K 0.08%
12,546
+168
115
$661K 0.08%
6,356
-297
116
$650K 0.08%
10,295
-3,405
117
$643K 0.08%
+27,625
118
$637K 0.08%
13,740
-1,420
119
$637K 0.08%
+16,342
120
$614K 0.07%
5,664
-137
121
$602K 0.07%
10,482
+482
122
$587K 0.07%
2,900
+75
123
$587K 0.07%
3,108
-105
124
$584K 0.07%
19,697
-5,452
125
$581K 0.07%
9,139
+1,892
3 4
5
6 7