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
$172M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.93M
3
+$2.64M
4
SMG icon
ScottsMiracle-Gro
SMG
+$1.83M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.34M

Top Sells

1
+$4.83M
2
+$2.94M
3
+$1.35M
4
LMT icon
Lockheed Martin
LMT
+$867K
5
TSLA icon
Tesla
TSLA
+$814K

Sector Composition

1 Communication Services 22.61%
2 Technology 12.05%
3 Consumer Discretionary 10.59%
4 Industrials 10.2%
5 Healthcare 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.09%
37,534
-5,737
27
$1.88M 1.09%
111,875
+30,577
28
$1.83M 1.06%
+21,994
29
$1.8M 1.05%
21,130
+13,437
30
$1.78M 1.03%
15,023
+3,975
31
$1.56M 0.91%
17,551
-2,228
32
$1.51M 0.88%
29,067
+3,056
33
$1.45M 0.84%
8,210
+135
34
$1.42M 0.82%
36,585
+12,412
35
$1.32M 0.77%
5,568
-1,320
36
$1.27M 0.74%
26,675
37
$1.27M 0.73%
43,831
+5,134
38
$1.1M 0.64%
+11,406
39
$1.05M 0.61%
8,192
+105
40
$1.04M 0.6%
13,336
+186
41
$897K 0.52%
46,510
-10,062
42
$850K 0.49%
11,167
-1,556
43
$812K 0.47%
25,294
-600
44
$803K 0.47%
+7,296
45
$780K 0.45%
48,650
-7,350
46
$752K 0.44%
9,336
-4,180
47
$743K 0.43%
11,796
48
$718K 0.42%
17,139
-3,545
49
$691K 0.4%
50,655
-45,060
50
$679K 0.39%
5,474
+24
1
2
3 4