GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$830M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$9.76M
3
+$7.79M
4
ARKK icon
ARK Innovation ETF
ARKK
+$7.18M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.51M

Top Sells

1
+$16.8M
2
+$4.31M
3
+$2.29M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.85M
5
JHB
Nuveen Corporate Income November 2021 Target Term Fund
JHB
+$1.23M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 14.72%
3 Communication Services 7.73%
4 Real Estate 3.78%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$206K 0.02%
+4,720
202
$205K 0.02%
+1,641
203
$202K 0.02%
+1,588
204
$202K 0.02%
+2,620
205
$202K 0.02%
+5,713
206
$201K 0.02%
2,657
-5
207
$179K 0.02%
16,098
-4,874
208
$172K 0.02%
18,215
-14,755
209
$148K 0.02%
2,039
+439
210
$107K 0.01%
+213
211
$80K 0.01%
15,300
212
$64K 0.01%
2,500
213
$43K 0.01%
+1,000
214
$21K ﹤0.01%
+19,538
215
– –
-37,985
216
– –
-707
217
– –
-3,447
218
– –
-10,150
219
– –
-6,405
220
– –
-365
221
– –
-14,652
5 6 7 8
9