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
176
$313K 0.03%
1,371
+50
177
$313K 0.03%
1,609
+224
178
$309K 0.03%
682
+40
179
$309K 0.03%
7,031
180
$306K 0.03%
5,473
+576
181
$303K 0.03%
+30,861
182
$297K 0.03%
1,402
+15
183
$295K 0.03%
908
+14
184
$290K 0.03%
2,934
+108
185
$286K 0.03%
1,386
-195
186
$284K 0.03%
8,867
+893
187
$279K 0.03%
1,709
+44
188
$278K 0.03%
6,340
-4,435
189
$271K 0.03%
4,936
-13,356
190
$265K 0.02%
1,966
+364
191
$263K 0.02%
4,551
-283
192
$259K 0.02%
2,468
-462
193
$250K 0.02%
4,107
+235
194
$249K 0.02%
2,100
+540
195
$248K 0.02%
+2,117
196
$245K 0.02%
6,145
+271
197
$244K 0.02%
5,145
-2,488
198
$241K 0.02%
28,200
199
$239K 0.02%
17,144
+96
200
$237K 0.02%
3,700
6 7
8
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