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
51
$947K 0.41%
10,520
-525
52
$896K 0.39%
+6,475
53
$850K 0.37%
44,532
-33,916
54
$835K 0.36%
25,745
-192
55
$831K 0.36%
12,796
56
$748K 0.32%
52,100
+24,350
57
$716K 0.31%
+29,535
58
$705K 0.3%
+26,619
59
$682K 0.29%
2,890
+190
60
$679K 0.29%
16,538
+103
61
$659K 0.28%
6,664
-1,317
62
$617K 0.27%
+44,625
63
$616K 0.26%
4,293
+193
64
$612K 0.26%
8,312
+4,760
65
$611K 0.26%
+3,290
66
$607K 0.26%
13,867
+360
67
$603K 0.26%
+19,256
68
$570K 0.25%
+23,564
69
$549K 0.24%
53,855
+31,105
70
$542K 0.23%
12,780
+1,200
71
$535K 0.23%
3,364
72
$518K 0.22%
+51,785
73
$499K 0.21%
10,472
-1,057
74
$492K 0.21%
2,971
+270
75
$461K 0.2%
4,249
-806
1 2
3
4 5