GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Return 19.5%
This Quarter Return
+29.35%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
AUM
$451M
AUM Growth
+$98.8M
Cap. Flow
+$9.56M
Cap. Flow %
2.12%
Top 10 Hldgs %
43.34%
Holding
138
New
18
Increased
48
Reduced
61
Closed
6

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 14.97%
3 Communication Services 9.62%
4 Real Estate 4.84%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GUT
126
Gabelli Utility Trust
GUT
$527M
$94K 0.02%
13,441
+513
+4% +$3.59K
XIFR
127
XPLR Infrastructure, LP
XIFR
$966M
$82K 0.02%
1,600
NWHM
128
DELISTED
THE NEW HOME COMPANY INC.
NWHM
$51K 0.01%
15,300
-4,000
-21% -$13.3K
CADE icon
129
Cadence Bank
CADE
$7.07B
-14,363
Closed -$271K
HDGE icon
130
AdvisorShares Ranger Equity Bear ETF
HDGE
$49.4M
-1,000
Closed -$69K
IJH icon
131
iShares Core S&P Mid-Cap ETF
IJH
$101B
-7,500
Closed -$215K
KRE icon
132
SPDR S&P Regional Banking ETF
KRE
$4.03B
-22,946
Closed -$747K
STNE icon
133
StoneCo
STNE
$4.42B
-9,892
Closed -$215K
BNDX icon
134
Vanguard Total International Bond ETF
BNDX
$68.2B
-3,669
Closed -$206K