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
$233M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.97M
3
+$5.85M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$3.63M
5
TSLA icon
Tesla
TSLA
+$2.57M

Top Sells

1
+$6.08M
2
+$3.32M
3
+$2.93M
4
LMT icon
Lockheed Martin
LMT
+$2.43M
5
IMAX icon
IMAX
IMAX
+$1.14M

Sector Composition

1 Communication Services 19.51%
2 Technology 11.14%
3 Consumer Discretionary 8.28%
4 Industrials 6.22%
5 Energy 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.18%
40,760
+10,008
27
$2.56M 1.1%
61,540
+36,460
28
$2.49M 1.07%
+68,841
29
$2.25M 0.97%
16,755
+2,414
30
$2.2M 0.95%
9,380
-3,375
31
$2.03M 0.87%
86,483
+11,314
32
$1.88M 0.81%
41,889
+11,277
33
$1.81M 0.78%
13,718
-2,160
34
$1.77M 0.76%
80,725
-19,290
35
$1.61M 0.69%
11,502
-2,710
36
$1.61M 0.69%
5,722
+1,065
37
$1.58M 0.68%
14,390
+4,024
38
$1.57M 0.68%
47,883
-34,848
39
$1.54M 0.66%
60,828
+18,150
40
$1.52M 0.65%
31,139
+6,884
41
$1.4M 0.6%
26,624
42
$1.38M 0.59%
20,717
-12,218
43
$1.19M 0.51%
15,551
+6,871
44
$1.18M 0.51%
15,329
-200
45
$1.13M 0.49%
114,766
+39,446
46
$1.08M 0.47%
23,880
+6,800
47
$1.06M 0.45%
13,136
48
$1.04M 0.45%
15,951
+3,505
49
$975K 0.42%
6,650
-147
50
$967K 0.42%
+95,904
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