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
$1.07B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$11.5M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.08M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.97M

Top Sells

1
+$7.08M
2
+$4.05M
3
+$2.72M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.39M
5
URA icon
Global X Uranium ETF
URA
+$1.16M

Sector Composition

1 Consumer Discretionary 16.15%
2 Technology 12.86%
3 Communication Services 5.44%
4 Real Estate 2.84%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.24M 0.12%
137,257
+3,000
102
$1.23M 0.11%
34,103
-4,558
103
$1.21M 0.11%
3,696
+753
104
$1.2M 0.11%
13,790
+1,990
105
$1.19M 0.11%
2,511
+20
106
$1.18M 0.11%
3,062
+29
107
$1.14M 0.11%
10,894
+242
108
$1.1M 0.1%
15,880
+13,254
109
$1.09M 0.1%
8,082
+971
110
$1.08M 0.1%
8,491
+187
111
$1.07M 0.1%
40,512
-1,333
112
$1.05M 0.1%
21,401
-868
113
$1.05M 0.1%
8,050
+12
114
$1.04M 0.1%
3,791
-78
115
$984K 0.09%
4,413
+3,069
116
$982K 0.09%
5,532
+417
117
$974K 0.09%
10,691
+1,611
118
$896K 0.08%
8,044
+4,945
119
$885K 0.08%
5,371
+1,279
120
$884K 0.08%
13,376
-2,242
121
$860K 0.08%
19,472
-3,414
122
$860K 0.08%
17,400
-600
123
$838K 0.08%
8,516
+6,021
124
$835K 0.08%
10,200
+186
125
$832K 0.08%
7,190
-444
3 4
5
6 7