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
$349M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.96M
3
+$1.59M
4
DVY icon
iShares Select Dividend ETF
DVY
+$1.28M
5
IAU icon
iShares Gold Trust
IAU
+$1.04M

Top Sells

1
+$5.75M
2
+$1.57M
3
+$1.19M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$811K
5
AAPL icon
Apple
AAPL
+$700K

Sector Composition

1 Technology 13.45%
2 Communication Services 11.65%
3 Consumer Discretionary 8.47%
4 Real Estate 4.65%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 7.13%
387,882
+33,110
2
$19.9M 5.69%
194,740
+12,513
3
$19.2M 5.52%
392,566
-11,402
4
$18.8M 5.4%
144,516
-1,757
5
$17.7M 5.06%
315,356
-12,500
6
$17M 4.89%
211,663
-71,403
7
$11.1M 3.18%
98,560
+5,756
8
$11M 3.15%
121,956
+21,759
9
$11M 3.15%
141,183
-4,768
10
$9.39M 2.69%
67,515
+2,805
11
$8.9M 2.55%
554,505
+2,865
12
$7.84M 2.25%
33,811
-1,383
13
$7.71M 2.21%
126,560
-8,920
14
$7.56M 2.17%
129,816
-5,108
15
$7.38M 2.12%
85,020
-2,480
16
$7.15M 2.05%
1,643,800
-52,640
17
$6.79M 1.95%
242,616
+10,352
18
$6.54M 1.88%
217,786
+522
19
$6.25M 1.79%
51,830
-539
20
$5.77M 1.65%
41,487
-179
21
$5.69M 1.63%
15,189
-403
22
$4.69M 1.35%
76,865
-13,275
23
$4.5M 1.29%
23,831
+1,488
24
$4.29M 1.23%
81,020
-1,110
25
$4.16M 1.19%
42,547
-4,779
1
2 3 4 5