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
$830M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$9.76M
3 +$7.79M
4
ARKK icon
ARK Innovation ETF
ARKK
+$7.18M
5
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.51M

Sector Composition

1 Consumer Discretionary 18.78%
2 Technology 14.72%
3 Communication Services 7.73%
4 Real Estate 3.78%
5 Healthcare 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$77.4M 9.31%
347,853
-75,603
2
$36.5M 4.39%
299,115
-35,299
3
$34.3M 4.12%
258,254
+1,970
4
$31.4M 3.78%
1,293,360
+112,239
5
$25.9M 3.11%
140,414
+22,813
6
$23.8M 2.87%
204,227
+24,239
7
$23.5M 2.83%
427,314
+33,582
8
$22.7M 2.73%
328,221
-6,960
9
$22.4M 2.7%
383,863
+133,192
10
$22M 2.64%
1,647,520
+248,920
11
$20.3M 2.44%
299,182
+44,251
12
$20M 2.41%
527,213
+23,599
13
$19.9M 2.39%
128,760
+12,800
14
$19.7M 2.37%
83,607
+5,667
15
$17.4M 2.09%
+568,955
16
$15.6M 1.87%
129,936
+59,830
17
$14.6M 1.76%
141,360
18
$14.4M 1.73%
45,199
+2,745
19
$14.1M 1.69%
93,437
+7,388
20
$13.9M 1.67%
151,058
+31,486
21
$13.4M 1.61%
182,591
+5,896
22
$11.9M 1.43%
38,961
+2,635
23
$11.4M 1.37%
122,166
-811
24
$11.3M 1.36%
70,960
+16,747
25
$10.9M 1.31%
144,373
+9,802