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
$353M
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$6.15M
3
+$5.4M
4
GLD icon
SPDR Gold Trust
GLD
+$4.77M
5
IAU icon
iShares Gold Trust
IAU
+$3.35M

Top Sells

1
+$13.5M
2
+$11.2M
3
+$7.57M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3M
5
FNKO icon
Funko
FNKO
+$2.06M

Sector Composition

1 Technology 15.67%
2 Communication Services 10.88%
3 Consumer Discretionary 10.44%
4 Real Estate 5.37%
5 Healthcare 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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