GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$5.37M
3
+$5.1M
4
CTRL
Control4 Corporation
CTRL
+$2.46M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$1.9M

Top Sells

1
+$6.69M
2
+$2.26M
3
+$2.23M
4
AXON icon
Axon Enterprise
AXON
+$1.72M
5
IMAX icon
IMAX
IMAX
+$1.57M

Sector Composition

1 Communication Services 16.94%
2 Technology 12.42%
3 Consumer Discretionary 8.14%
4 Financials 5.32%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 1.09%
41,407
+647
27
$2.76M 1.05%
47,705
-5,356
28
$2.55M 0.97%
52,896
+11,007
29
$2.51M 0.95%
22,647
+8,257
30
$2.46M 0.93%
+118,700
31
$2.24M 0.85%
66,552
-2,289
32
$2.06M 0.78%
72,494
+64,494
33
$1.98M 0.75%
130,230
+78,130
34
$1.88M 0.71%
7,737
-1,643
35
$1.84M 0.7%
13,266
-452
36
$1.82M 0.69%
181,079
+85,175
37
$1.75M 0.66%
75,096
+51,532
38
$1.63M 0.62%
155,833
+41,067
39
$1.61M 0.61%
11,634
+132
40
$1.61M 0.61%
26,624
41
$1.61M 0.61%
64,459
-22,024
42
$1.6M 0.61%
11,455
-5,300
43
$1.6M 0.61%
61,928
+1,100
44
$1.44M 0.55%
17,944
+9,632
45
$1.38M 0.52%
27,620
+3,740
46
$1.32M 0.5%
18,869
+2,918
47
$1.3M 0.49%
+58,937
48
$1.11M 0.42%
15,931
+380
49
$1.1M 0.42%
14,124
-1,205
50
$1.07M 0.41%
7,075
+425
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