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
$2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$16.8M
3
+$11.1M
4
DELL icon
Dell
DELL
+$9.11M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.25M

Top Sells

1
+$53.3M
2
+$22.8M
3
+$15.9M
4
TSLA icon
Tesla
TSLA
+$8.14M
5
STLD icon
Steel Dynamics
STLD
+$3.77M

Sector Composition

1 Technology 16.67%
2 Consumer Discretionary 7.09%
3 Communication Services 4.74%
4 Financials 1.53%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$296K 0.01%
10,336
-22,279
227
$293K 0.01%
11,584
+438
228
$293K 0.01%
1,818
+18
229
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230
$291K 0.01%
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231
$288K 0.01%
1,131
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232
$282K 0.01%
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233
$278K 0.01%
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234
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235
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236
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237
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238
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694
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239
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240
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241
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242
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243
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245
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246
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247
$253K 0.01%
5,030
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248
$252K 0.01%
1,197
249
$241K 0.01%
7,218
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250
$241K 0.01%
494
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10
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