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
$145M
AUM Growth
-$2.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.24M
3
+$898K
4
ETP
Energy Transfer Partners L.p.
ETP
+$881K
5
LMT icon
Lockheed Martin
LMT
+$849K

Top Sells

1
+$2.67M
2
+$1.41M
3
+$1.23M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.19M
5
LVS icon
Las Vegas Sands
LVS
+$880K

Sector Composition

1 Communication Services 24.35%
2 Technology 15.74%
3 Healthcare 13.65%
4 Industrials 11.77%
5 Consumer Discretionary 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.34%
3,516
+307
52
$479K 0.33%
5,738
-631
53
$464K 0.32%
12,180
+4,080
54
$451K 0.31%
4,734
-1,885
55
$428K 0.3%
8,860
-15,259
56
$399K 0.28%
15,270
-480
57
$377K 0.26%
9,235
-18,348
58
$375K 0.26%
3,468
+201
59
$365K 0.25%
+12,320
60
$345K 0.24%
31,500
61
$328K 0.23%
+368,400
62
$325K 0.22%
6,140
+1,290
63
$311K 0.21%
12,632
-275
64
$310K 0.21%
2,191
+15
65
$308K 0.21%
10,690
-2,675
66
$297K 0.21%
6,768
-916
67
$276K 0.19%
+5,003
68
$272K 0.19%
2,725
69
$271K 0.19%
15,500
-753
70
$252K 0.17%
3,220
+40
71
$250K 0.17%
4,965
+40
72
$246K 0.17%
+5,000
73
$235K 0.16%
4,030
-922
74
$230K 0.16%
3,746
+240
75
$188K 0.13%
+10,400
1 2
3
4