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
$368M
AUM Growth
+$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.65M
2
+$2.52M
3
+$2.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.85M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$1.74M

Top Sells

1
+$3.42M
2
+$2.23M
3
+$2.02M
4
NOC icon
Northrop Grumman
NOC
+$1.88M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.78M

Sector Composition

1 Technology 16.93%
2 Communication Services 12.67%
3 Consumer Discretionary 7.99%
4 Industrials 2.8%
5 Real Estate 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.3M 6.87%
488,595
-39,110
2
$23.2M 6.29%
361,168
-14,594
3
$20.9M 5.67%
367,356
+12,504
4
$19.2M 5.21%
253,627
+19,759
5
$17.5M 4.75%
150,543
+13,052
6
$16.1M 4.37%
160,823
+36,542
7
$14.3M 3.89%
243,531
+19,734
8
$14.3M 3.87%
117,738
+8,773
9
$13M 3.52%
625,590
+61,725
10
$11.8M 3.19%
1,626,440
+62,520
11
$11.5M 3.11%
105,524
+8,376
12
$11.4M 3.11%
137,379
+8,353
13
$9.04M 2.45%
269,447
-3,168
14
$8.46M 2.3%
98,395
+13,473
15
$7.78M 2.11%
37,494
+3,355
16
$7.68M 2.09%
47,299
-3,440
17
$7.64M 2.07%
127,880
+30,920
18
$6.68M 1.81%
57,191
+4,756
19
$6.22M 1.69%
52,905
+14,267
20
$6.09M 1.65%
19,133
-5,896
21
$6.05M 1.64%
218,361
-978
22
$6.03M 1.64%
15,821
-2,261
23
$5.44M 1.48%
57,397
+2,318
24
$5.12M 1.39%
23,996
+6,257
25
$4.96M 1.35%
118,864
+60,324
1
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