GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM $2.23B
AUM
$2.23B
AUM Growth
-$73.5M (-3%)
Cap. Flow
+$86.2M
Cap. Flow % of AUM
3.87%
Top 10 Holdings %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
| 1 | Technology | 13.26% |
| 2 | Consumer Discretionary | 5.88% |
| 3 | Communication Services | 4.82% |
| 4 | Financials | 1.72% |
| 5 | Healthcare | 1% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $596K | 0.03% | 14,282 +565 | +4% | +$23.6K | |||
| $575K | 0.03% | 9,259 +3,210 | +53% | +$199K | |||
| $566K | 0.03% | 3,775 +803 | +27% | +$120K | |||
| $566K | 0.03% | 1,032 +77 | +8% | +$42.2K | |||
| $561K | 0.03% | 705 +3 | +0.4% | +$2.39K | |||
| $559K | 0.03% | 7,220 +12 | +0.2% | +$930 | |||
| $558K | 0.03% | 3,364 +282 | +9% | +$46.8K | |||
| $548K | 0.02% | 21,623 +987 | +5% | +$25K | |||
| $538K | 0.02% | 1,866 -151 | -7% | -$43.5K | |||
| $535K | 0.02% | 6,220 +42 | +0.7% | +$3.61K | |||
| $532K | 0.02% | 4,896 +1,059 | +28% | +$115K | |||
| $524K | 0.02% | 11,510 | – | – | |||
| $515K | 0.02% | 2,070 +655 | +46% | +$163K | |||
| $513K | 0.02% | 16,928 +36 | +0.2% | +$1.09K | |||
| $495K | 0.02% | 4,152 +188 | +5% | +$22.4K | |||
| $494K | 0.02% | 1,498 +83 | +6% | +$27.4K | |||
| $490K | 0.02% | 4,350 -142 | -3% | -$16K | |||
| $468K | 0.02% | 1,525 -24 | -2% | -$7.36K | |||
| $465K | 0.02% | 2,798 +1,293 | +86% | +$215K | |||
| $458K | 0.02% | 14,617 | – | – | |||
| $454K | 0.02% | 2,529 -658 | -21% | -$118K | |||
| $454K | 0.02% | 11,172 +1,009 | +10% | +$41K | |||
| $454K | 0.02% | 3,140 -996 | -24% | -$144K | |||
| $451K | 0.02% | 2,954 | New | +$451K | |||
| $448K | 0.02% | 27,958 +5,359 | +24% | +$85.9K |
