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
51
$678K 0.39%
11,787
+1,770
52
$671K 0.39%
4,031
+1,181
53
$585K 0.34%
4,127
+167
54
$571K 0.33%
13,507
-42
55
$569K 0.33%
5,532
-215
56
$558K 0.32%
14,380
57
$541K 0.31%
54,000
+26,000
58
$518K 0.3%
3,516
59
$510K 0.3%
11,239
+2,550
60
$504K 0.29%
12,040
-200
61
$502K 0.29%
6,334
-4,687
62
$496K 0.29%
9,439
+4,528
63
$483K 0.28%
2,492
-1,528
64
$480K 0.28%
18,070
+3,500
65
$469K 0.27%
8,761
-1,278
66
$458K 0.27%
5,480
+2,260
67
$442K 0.26%
5,075
-563
68
$427K 0.25%
16,755
-3,690
69
$425K 0.25%
10,580
-200
70
$415K 0.24%
2,876
+575
71
$385K 0.22%
22,955
-44,954
72
$384K 0.22%
3,253
-143
73
$361K 0.21%
288
+236
74
$358K 0.21%
+9,516
75
$358K 0.21%
6,736
+281
1 2
3
4