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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$4.64M
3
+$2.72M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.34M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.85M

Top Sells

1
+$5.65M
2
+$4.06M
3
+$3.23M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Sector Composition

1 Technology 13.47%
2 Communication Services 12.38%
3 Consumer Discretionary 8.18%
4 Industrials 5.17%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 8.99%
477,998
+79,501
2
$22.8M 7.34%
345,882
+86,957
3
$13.7M 4.42%
209,888
+17,926
4
$13.7M 4.41%
326,612
+33,344
5
$13.1M 4.22%
130,604
+7,604
6
$12.3M 3.95%
203,103
+30,669
7
$11M 3.55%
116,044
+28,645
8
$10.9M 3.52%
102,478
+16,283
9
$9.75M 3.14%
549,735
+80,505
10
$8.99M 2.9%
25,766
-1,838
11
$8.77M 2.82%
1,514,120
-25,400
12
$8.61M 2.77%
53,890
-20,233
13
$8.38M 2.7%
124,173
-1,354
14
$7.71M 2.48%
77,930
+23,676
15
$5.97M 1.92%
170,368
+33,670
16
$5.48M 1.76%
18,546
-937
17
$5.34M 1.72%
248,801
+40,258
18
$5.28M 1.7%
29,597
+3,713
19
$5.22M 1.68%
67,748
+16,493
20
$5.14M 1.66%
55,540
+677
21
$4.76M 1.53%
14,091
-153
22
$4.27M 1.37%
42,133
-1,164
23
$4.21M 1.36%
140,868
+22,133
24
$4.21M 1.35%
34,699
+814
25
$3.87M 1.25%
45,113
+3,960
1
2 3 4 5