GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.23B
This Quarter Return
-5.23%
1 Year Return
+10.64%
3 Year Return
+36.43%
5 Year Return
+223.98%
10 Year Return
AUM
$2.23B
AUM Growth
-$73.5M
Cap. Flow
+$81.2M
Cap. Flow %
3.65%
Top 10 Hldgs %
40.65%
Holding
309
New
26
Increased
172
Reduced
84
Closed
17

Sector Composition

1Technology13.24%
2Consumer Discretionary5.88%
3Communication Services4.85%
4Financials1.72%
5Healthcare1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.35M0.06% 3,015
-490
-14%
-$219K
$1.29M0.06% 5,824
+1,396
+32%
+$309K
$1.27M0.06% 2,569
-7
-0.3%
-$3.47K
$1.15M0.05% 2,447
-51
-2%
-$23.9K
$1.13M0.05% 20,163
+6,135
+44%
+$345K
$1.08M0.05% 13,758
+302
+2%
+$23.8K
$1.07M0.05% 2,778
-21
-0.8%
-$8.05K
$1.05M0.05% 17,706
-9,287
-34%
-$552K
$1.05M0.05% 9,128
-160
-2%
-$18.4K
$1.02M0.05% 12,093
+2
+0%
+$169
$1.02M0.05% 2,049
-24
-1%
-$11.9K
$1.01M0.05% 8,246
+251
+3%
+$30.6K
$993K0.04% 3,700
+1,380
+59%
+$370K
$959K0.04% 9,170
-266
-3%
-$27.8K
$956K0.04% 10,023
+2,549
+34%
+$243K
$949K0.04% 5,567
+71
+1%
+$12.1K
$946K0.04% 10,854
-2,561
-19%
-$223K
$944K0.04% 7,123
+3,059
+75%
+$405K
$932K0.04%
+10,043
New
+$932K
$928K0.04% 11,439
-1,480
-11%
-$120K
$923K0.04% 5,516
+651
+13%
+$109K
$897K0.04% 89,619
+37,739
+73%
+$378K
$891K0.04% 40,373
+9,149
+29%
+$202K
$889K0.04% 4,242
+112
+3%
+$23.5K
$882K0.04% 1,625
+578
+55%
+$314K