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
$190M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.04M
2
+$3.07M
3
+$2.63M
4
MGM icon
MGM Resorts International
MGM
+$2.42M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.11M

Top Sells

1
+$3.73M
2
+$1.99M
3
+$1.42M
4
VZ icon
Verizon
VZ
+$1.27M
5
GPT
Gramercy Property Trust
GPT
+$1.27M

Sector Composition

1 Communication Services 20.68%
2 Consumer Discretionary 10.53%
3 Technology 10.04%
4 Industrials 8.57%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.3M 7.55%
137,402
-1,965
2
$10.4M 5.5%
90,628
+880
3
$9.43M 4.97%
325,732
-41,320
4
$7.6M 4.01%
157,106
+63,538
5
$7.49M 3.95%
134,872
+126,746
6
$6.64M 3.5%
28,536
-2,470
7
$6.08M 3.21%
401,426
+124,671
8
$6.08M 3.2%
24,311
-2,496
9
$5.8M 3.06%
161,922
-22,623
10
$5.74M 3.03%
103,351
-4,165
11
$5.02M 2.65%
54,487
+20,219
12
$4.73M 2.49%
49,487
+27,493
13
$4.54M 2.39%
78,878
+7,513
14
$4.47M 2.36%
54,906
+143
15
$4.45M 2.35%
123,293
-14,513
16
$4.17M 2.2%
292,770
-53,835
17
$3.78M 1.99%
1,416,920
-205,960
18
$3.55M 1.87%
66,448
+15,588
19
$3.35M 1.77%
37,878
+7,462
20
$3.1M 1.64%
25,057
-787
21
$3.01M 1.59%
203,480
+9,800
22
$2.92M 1.54%
33,027
+21,621
23
$2.85M 1.5%
12,755
+3,372
24
$2.6M 1.37%
82,731
-63,523
25
$2.42M 1.28%
100,015
-19,905
1
2 3 4 5