GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
-10.81%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$353M
AUM Growth
+$353M
(-11%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
3.87%
Top 10 Holdings %
Top 10 Hldgs %
43.23%
Holding
148
New
18
Increased
57
Reduced
38
Closed
24
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$15.3M |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$6.15M |
| 3 |
iShares US Medical Devices ETF
IHI
|
$5.4M |
| 4 |
SPDR Gold Trust
GLD
|
$4.77M |
| 5 |
iShares Gold Trust
IAU
|
$3.35M |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$13.5M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$11.2M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.57M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$3M |
| 5 |
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% |
