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
$349M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.96M
3
+$1.59M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.28M
5
IAU icon
iShares Gold Trust
IAU
+$1.04M

Top Sells

1
+$5.75M
2
+$1.57M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$811K
5
AAPL icon
Apple
AAPL
+$700K

Sector Composition

1 Technology 13.45%
2 Communication Services 11.65%
3 Consumer Discretionary 8.47%
4 Real Estate 4.65%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$39K 0.01%
+10,500
127
$19K 0.01%
15,000
+5,000
128
– –
-4,080
129
– –
-852
130
– –
-5,237
131
– –
-3,845
132
– –
-6,700
133
– –
-1,433
134
– –
-9,000
2 3 4 5
6