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
$1.07B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$11.5M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.08M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.97M

Top Sells

1
+$7.08M
2
+$4.05M
3
+$2.72M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.39M
5
URA icon
Global X Uranium ETF
URA
+$1.16M

Sector Composition

1 Consumer Discretionary 16.15%
2 Technology 12.86%
3 Communication Services 5.44%
4 Real Estate 2.84%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$822K 0.08%
58,752
+14,334
127
$814K 0.08%
+12,274
128
$811K 0.08%
16,215
-1,420
129
$760K 0.07%
3,555
+401
130
$727K 0.07%
2,249
+137
131
$720K 0.07%
9,493
-12,156
132
$711K 0.07%
26,418
-1,782
133
$705K 0.07%
30,175
-2,100
134
$668K 0.06%
4,649
+281
135
$667K 0.06%
2,959
-72
136
$640K 0.06%
20,209
+2,600
137
$639K 0.06%
91,961
-23,828
138
$638K 0.06%
+8,492
139
$637K 0.06%
6,450
-390
140
$628K 0.06%
9,918
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141
$626K 0.06%
40,000
142
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14,000
-100
143
$616K 0.06%
4,590
-1,209
144
$612K 0.06%
3,750
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145
$601K 0.06%
2,113
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146
$590K 0.06%
14,796
-130
147
$589K 0.05%
4,668
+172
148
$577K 0.05%
3,733
-59
149
$576K 0.05%
8,802
+2,070
150
$562K 0.05%
4,552
-3,810
4 5
6
7 8