GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.23B
This Quarter Return
-5.23%
1 Year Return
+10.64%
3 Year Return
+36.43%
5 Year Return
+223.98%
10 Year Return
–
AUM
$2.23B
AUM Growth
-$73.5M
Cap. Flow
+$81.2M
Cap. Flow %
3.65%
Top 10 Hldgs %
40.65%
Holding
309
New
26
Increased
172
Reduced
84
Closed
17

Top Buys

1
$12M
2
$8.05M
3
$7.54M
4
$5.62M
5
$4.26M

Top Sells

1
$6.85M
2
$4.16M
3
$3.26M
4
$2.65M
5
$1.27M

Sector Composition

1Technology13.24%
2Consumer Discretionary5.88%
3Communication Services4.85%
4Financials1.72%
5Healthcare1%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$880K0.04% 3,269
+139
+4%
+$37.4K
$862K0.04% 9,684
-18
-0.2%
-$1.6K
$824K0.04% 1,925
-43
-2%
-$18.4K
$820K0.04% 4,978
-6,366
-56%
-$1.05M
$795K0.04% 6,687
+699
+12%
+$83.1K
$791K0.04% 21,751
+5,715
+36%
+$208K
$754K0.03%
+9,228
 New
+$754K
$716K0.03% 14,077
+6,822
+94%
+$347K
$696K0.03% 6,864
+459
+7%
+$46.6K
$692K0.03% 6,908
+5,313
+333%
+$532K
$688K0.03% 20,684
-4,315
-17%
-$143K
$681K0.03% 27,190
+5,152
+23%
+$129K
$680K0.03% 31,590
-39
-0.1%
-$840
$676K0.03% 4,983
+1,167
+31%
+$158K
$675K0.03% 6,572
-7,995
-55%
-$821K
$669K0.03% 11,457
+681
+6%
+$39.7K
$667K0.03% 9,319
+2,784
+43%
+$199K
$661K0.03% 13,355
+674
+5%
+$33.4K
$659K0.03% 1,258
+82
+7%
+$43K
$659K0.03% 6,715
+228
+4%
+$22.4K
$643K0.03% 5,144
-1,549
-23%
-$194K
$634K0.03% 7,060
+467
+7%
+$41.9K
$632K0.03% 2,316
-2,035
-47%
-$555K
$631K0.03% 29,344
-20,060
-41%
-$431K
$620K0.03% 318
+24
+8%
+$46.8K
1 5678913