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
$443K0.02% 19,716
-16,700
-46%
-$375K
$438K0.02% 3,589
+209
+6%
+$25.5K
$430K0.02% 7,965
+532
+7%
+$28.7K
$429K0.02% 27,950––
$428K0.02% 5,200
-1,400
-21%
-$115K
$424K0.02% 1,173
+33
+3%
+$11.9K
$415K0.02% 4,153
+5
+0.1%
+$500
$413K0.02% 15,393
-1,707
-10%
-$45.8K
$408K0.02% 1,854
+52
+3%
+$11.4K
$405K0.02%
+2,768
 New
+$405K
$395K0.02% 6,526
+14
+0.2%
+$847
$394K0.02%
+2,312
 New
+$394K
$386K0.02% 3,311
-246
-7%
-$28.7K
$382K0.02% 609
-30
-5%
-$18.8K
$379K0.02% 17,070
+1,527
+10%
+$33.9K
$371K0.02%
+847
 New
+$371K
$371K0.02%
+13,994
 New
+$371K
$369K0.02% 13,515
-1,823
-12%
-$49.8K
$364K0.02% 666
+109
+20%
+$59.6K
$356K0.02% 1,342
-176
-12%
-$46.6K
$355K0.02% 8,626
+35
+0.4%
+$1.44K
$353K0.02% 2,065
+3
+0.2%
+$513
$351K0.02% 1,583
+142
+10%
+$31.5K
$348K0.02% 17,614
+2,806
+19%
+$55.5K
$348K0.02% 1,503
+10
+0.7%
+$2.32K
1 789101113