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
$469M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$3.86M
3
+$1.85M
4
IAU icon
iShares Gold Trust
IAU
+$1.81M
5
MGM icon
MGM Resorts International
MGM
+$1.79M

Top Sells

1
+$20.1M
2
+$14.5M
3
+$7.63M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.33M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.06M

Sector Composition

1 Consumer Discretionary 22.84%
2 Technology 20.64%
3 Communication Services 10.35%
4 Real Estate 5.19%
5 Utilities 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.4M 13.11%
429,687
-34,578
2
$38.9M 8.3%
335,711
+47,315
3
$28.3M 6.05%
242,712
-9,227
4
$20.3M 4.34%
319,163
+15,346
5
$18.4M 3.92%
1,356,560
-66,440
6
$17.4M 3.71%
164,773
+11,175
7
$15.6M 3.33%
99,040
+540
8
$15.4M 3.28%
72,990
+4,012
9
$14.9M 3.18%
119,967
+449
10
$11.2M 2.38%
310,184
+50,412
11
$10.8M 2.31%
498,421
+82,483
12
$10.8M 2.31%
147,320
-1,580
13
$9.63M 2.06%
162,132
+11,975
14
$9.62M 2.05%
34,638
+1,672
15
$9.33M 1.99%
115,269
+4,539
16
$9.03M 1.93%
50,990
+10,455
17
$9.03M 1.93%
130,120
+5,692
18
$8.16M 1.74%
49,010
+1,517
19
$7.91M 1.69%
60,657
+1,897
20
$7.6M 1.62%
271,715
+1,593
21
$6.71M 1.43%
132,041
-22,564
22
$6.59M 1.41%
13,172
+512
23
$6.39M 1.36%
57,385
+4,531
24
$6.14M 1.31%
41,781
+212
25
$5.47M 1.17%
84,375
+25,803
1
2 3 4 5