GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$721M
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$21.5M
3
+$15.1M
4
ITB icon
iShares US Home Construction ETF
ITB
+$14.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$13.3M

Top Sells

1
+$2.51M
2
+$1.67M
3
+$1.47M
4
IAU icon
iShares Gold Trust
IAU
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M

Sector Composition

1 Consumer Discretionary 22.9%
2 Technology 15.93%
3 Communication Services 7.91%
4 Real Estate 4%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$368K 0.05%
5,700
+122
127
$362K 0.05%
31,750
128
$357K 0.05%
+2,120
129
$344K 0.05%
+6,759
130
$336K 0.05%
1,501
+27
131
$329K 0.05%
1,913
+689
132
$328K 0.05%
4,680
133
$325K 0.05%
1,194
+24
134
$320K 0.04%
+8,330
135
$311K 0.04%
2,440
136
$311K 0.04%
+975
137
$305K 0.04%
+2,610
138
$303K 0.04%
+1,547
139
$291K 0.04%
+6,133
140
$286K 0.04%
3,673
-41
141
$282K 0.04%
+1,367
142
$270K 0.04%
+1,262
143
$262K 0.04%
6,405
+285
144
$261K 0.04%
+5,685
145
$254K 0.04%
+16,794
146
$253K 0.04%
+2,114
147
$251K 0.03%
+3,048
148
$250K 0.03%
+3,925
149
$250K 0.03%
874
-97
150
$246K 0.03%
+1,250
4 5
6
7 8