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
$396M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.46M
3
+$1.45M
4
SNSR icon
Global X Internet of Things ETF
SNSR
+$1.38M
5
ULTA icon
Ulta Beauty
ULTA
+$1.18M

Top Sells

1
+$1.66M
2
+$1.41M
3
+$1.12M
4
INTC icon
Intel
INTC
+$956K
5
IBB icon
iShares Biotechnology ETF
IBB
+$709K

Sector Composition

1 Technology 14%
2 Communication Services 11.62%
3 Consumer Discretionary 9.84%
4 Real Estate 4.65%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 6.82%
412,541
+24,659
2
$23.2M 5.85%
316,076
+720
3
$22M 5.55%
208,523
+13,783
4
$21.5M 5.42%
148,646
+4,130
5
$20.6M 5.19%
383,160
-9,406
6
$20M 5.04%
218,166
+6,503
7
$15M 3.78%
538,425
-16,080
8
$13.9M 3.5%
136,190
+14,234
9
$12.8M 3.22%
152,213
+11,030
10
$11.5M 2.91%
103,914
+5,354
11
$9.46M 2.38%
1,607,880
-35,920
12
$9.24M 2.33%
58,580
-8,935
13
$8.54M 2.15%
127,680
+1,120
14
$8.07M 2.03%
262,188
+19,572
15
$7.66M 1.93%
82,940
-2,080
16
$7.61M 1.92%
125,692
-4,124
17
$7.33M 1.85%
33,587
-224
18
$6.72M 1.69%
216,941
-845
19
$6.56M 1.65%
52,330
+500
20
$6.15M 1.55%
43,302
+1,815
21
$5.08M 1.28%
14,766
-423
22
$5.01M 1.26%
23,575
-256
23
$4.96M 1.25%
75,977
-888
24
$4.81M 1.21%
81,031
+11
25
$4.72M 1.19%
84,319
+14,575
1
2 3 4 5