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
151
$559K 0.05%
1,967
+27
152
$557K 0.05%
3,877
+124
153
$552K 0.05%
1,093
+89
154
$527K 0.05%
20,479
-385
155
$524K 0.05%
21,361
-1,179
156
$517K 0.05%
47,140
-22,800
157
$515K 0.05%
+16,330
158
$508K 0.05%
16,846
-1,951
159
$505K 0.05%
20,703
+1,468
160
$490K 0.05%
55,001
-5,680
161
$478K 0.04%
6,656
-4,204
162
$446K 0.04%
5,185
+796
163
$444K 0.04%
4,144
-100
164
$442K 0.04%
5,266
+1,033
165
$421K 0.04%
+4,378
166
$417K 0.04%
10,192
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167
$408K 0.04%
2,614
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168
$406K 0.04%
10,703
-740
169
$387K 0.04%
468
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170
$380K 0.04%
949
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171
$368K 0.03%
1,716
172
$356K 0.03%
16,080
-9,660
173
$338K 0.03%
7,821
+663
174
$334K 0.03%
21,758
-1,092
175
$314K 0.03%
+5,265
5 6
7
8 9