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
201
$236K 0.02%
5,410
-90
202
$233K 0.02%
1,422
+145
203
$233K 0.02%
2,230
-255
204
$231K 0.02%
2,654
+173
205
$229K 0.02%
2,377
-29
206
$223K 0.02%
1,337
+27
207
$223K 0.02%
1,192
+49
208
$223K 0.02%
785
+113
209
$223K 0.02%
+1,306
210
$222K 0.02%
+4,351
211
$217K 0.02%
1,173
-410
212
$210K 0.02%
3,000
213
$209K 0.02%
2,265
-239
214
$200K 0.02%
+11,448
215
$198K 0.02%
+10,635
216
$195K 0.02%
62,613
217
$158K 0.01%
+11,470
218
$147K 0.01%
13,181
-5,280
219
$135K 0.01%
+3,875
220
$134K 0.01%
+244
221
$133K 0.01%
13,094
-14,146
222
$117K 0.01%
14,412
-19,793
223
$117K 0.01%
11,588
224
$115K 0.01%
14,040
-6,810
225
$100K 0.01%
10,500
7 8
9
10 11