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
276
-15,000
277
-4,553
278
-766
279
-3,811
280
-76,308
281
-1,898
282
-17,555
283
-15,000
284
-20,982
285
-5,785
286
-1,927
287
-16,923
288
-4,110
289
-1,260
290
-1,689
291
-3,409