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
151
$240K 0.03%
+731
152
$238K 0.03%
20,972
+6,392
153
$238K 0.03%
+2,001
154
$237K 0.03%
+10,150
155
$237K 0.03%
+2,887
156
$232K 0.03%
3,447
-1,214
157
$228K 0.03%
32,970
-18,330
158
$225K 0.03%
+3,041
159
$222K 0.03%
10,025
-7,505
160
$222K 0.03%
707
-127
161
$220K 0.03%
+2,022
162
$220K 0.03%
+827
163
$220K 0.03%
+2,558
164
$213K 0.03%
+1,566
165
$210K 0.03%
599
-95
166
$208K 0.03%
+2,250
167
$204K 0.03%
+5,944
168
$200K 0.03%
2,662
+5
169
$200K 0.03%
+365
170
$107K 0.01%
1,600
171
$71K 0.01%
15,300
172
$48K 0.01%
+2,500
173
– –
-392
174
– –
-3,477
175
– –
-13,030
4 5 6
7
8