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
$344M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.89M
3
+$1.62M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.57M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.16M

Top Sells

1
+$2.72M
2
+$2.26M
3
+$1.88M
4
IBB icon
iShares Biotechnology ETF
IBB
+$1.68M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.67M

Sector Composition

1 Communication Services 12.59%
2 Technology 12.58%
3 Consumer Discretionary 8.34%
4 Real Estate 4.45%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 6.43%
283,066
+14,840
2
$21.9M 6.37%
354,772
+47,239
3
$20.8M 6.04%
403,968
-14
4
$20.4M 5.94%
146,273
-6,314
5
$18.1M 5.28%
182,227
+15,788
6
$16.2M 4.72%
327,856
-45,636
7
$11.4M 3.32%
145,951
+13,917
8
$9.94M 2.89%
92,804
-17,516
9
$9.28M 2.7%
100,197
+31,209
10
$8.67M 2.52%
64,710
-138
11
$8.28M 2.41%
87,500
+2,860
12
$8.22M 2.39%
551,640
-61,350
13
$7.32M 2.13%
135,480
-7,880
14
$7.32M 2.13%
35,194
-2,189
15
$6.96M 2.03%
1,696,440
-163,920
16
$6.91M 2.01%
134,924
-3,496
17
$6.66M 1.94%
217,264
+5,670
18
$6.41M 1.86%
232,264
+24,298
19
$6.24M 1.82%
52,369
-911
20
$5.56M 1.62%
50,932
-15,427
21
$5.53M 1.61%
90,140
-27,144
22
$5.43M 1.58%
41,666
+1,403
23
$5.04M 1.47%
15,592
-506
24
$4.79M 1.39%
47,326
-3,477
25
$4.64M 1.35%
12,648
-1,520
1
2 3 4 5