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
$396M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.46M
3
+$1.45M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$1.38M
5
ULTA icon
Ulta Beauty
ULTA
+$1.18M

Top Sells

1
+$1.66M
2
+$1.41M
3
+$1.12M
4
INTC icon
Intel
INTC
+$956K
5
IBB icon
iShares Biotechnology ETF
IBB
+$709K

Sector Composition

1 Technology 14%
2 Communication Services 11.62%
3 Consumer Discretionary 9.84%
4 Real Estate 4.65%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24K 0.01%
+16,000
127
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-823
128
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-10,786
129
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130
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132
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133
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134
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135
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-14,090
136
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-168,103
2 3 4 5
6