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
276
$131K 0.01%
+840
277
$25.1K ﹤0.01%
13,555
278
$24.8K ﹤0.01%
+305
279
$17.2K ﹤0.01%
10,874
280
$16.6K ﹤0.01%
+11,750
281
$5.42K ﹤0.01%
10,014
282
$3.34K ﹤0.01%
250
283
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284
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286
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287
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291
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292
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293
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294
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295
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296
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300
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-868
9 10 11
12
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