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
$1.07B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$12.1M
3
+$11.5M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.08M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$2.97M

Top Sells

1
+$7.08M
2
+$4.05M
3
+$2.72M
4
ITB icon
iShares US Home Construction ETF
ITB
+$1.39M
5
URA icon
Global X Uranium ETF
URA
+$1.16M

Sector Composition

1 Consumer Discretionary 16.15%
2 Technology 12.86%
3 Communication Services 5.44%
4 Real Estate 2.84%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 9.78%
397,229
-2,815
2
$49.5M 4.61%
357,606
-5,690
3
$48.5M 4.53%
2,192,448
+116,967
4
$41.8M 3.9%
380,057
+1,566
5
$41.7M 3.88%
350,670
+14,828
6
$29.7M 2.77%
127,457
+3,605
7
$29.5M 2.75%
243,658
+9,817
8
$28.7M 2.68%
434,434
+4,078
9
$22.7M 2.12%
1,858,940
-88,400
10
$22.5M 2.1%
158,033
+10,255
11
$20.3M 1.89%
677,212
-4,208
12
$19.9M 1.86%
301,624
+8,961
13
$19.5M 1.82%
202,796
+3,496
14
$19.4M 1.81%
640,608
+48,372
15
$18.9M 1.76%
249,064
+8,977
16
$18.8M 1.75%
397,718
-13,345
17
$18.1M 1.69%
160,494
+5,071
18
$16.2M 1.51%
830,400
+97,309
19
$15.4M 1.43%
163,136
+7,433
20
$15.2M 1.41%
439,477
+50,898
21
$13.5M 1.26%
+252,210
22
$12.9M 1.2%
163,765
-1,422
23
$12.8M 1.19%
426,372
+2,184
24
$12.3M 1.15%
245,208
+228,401
25
$12.1M 1.13%
+121,238
1
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