GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$7.12M
3
+$5.91M
4
NFLX icon
Netflix
NFLX
+$5.88M
5
TSLA icon
Tesla
TSLA
+$4.86M

Top Sells

1
+$7.25M
2
+$4.96M
3
+$4.08M
4
CALY
Callaway Golf Company
CALY
+$3.3M
5
SIVB
SVB Financial Group
SIVB
+$2.97M

Sector Composition

1 Consumer Discretionary 19.01%
2 Technology 15.3%
3 Communication Services 6.05%
4 Real Estate 3.44%
5 Financials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$198K 0.02%
+21,357
252
– –
-5,785
253
– –
-1,927
254
– –
-16,923
255
– –
-4,110
256
– –
-1,260
257
– –
-1,689
258
– –
-3,409
259
– –
-5,023
260
– –
-1,377
261
– –
-2,128
262
– –
-644
263
– –
-7,871
264
– –
-14,872
265
– –
-11,580
266
– –
-8,189
267
– –
-475
268
– –
-1,126
269
– –
-4,245
270
– –
-1,211
271
– –
-888
272
– –
-1,036
273
– –
-15,000
274
– –
-2,623
275
– –
-51,685
8 9 10
11
12