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
51
$1.06M 0.4%
30,747
+23,552
52
$1.04M 0.4%
3,877
-1,845
53
$1.01M 0.38%
13,136
54
$1M 0.38%
76,179
+31,554
55
$955K 0.36%
54,245
-128,143
56
$941K 0.36%
31,819
+5,200
57
$939K 0.36%
8,134
+4,754
58
$919K 0.35%
12,796
59
$903K 0.34%
6,975
+500
60
$899K 0.34%
+16,462
61
$866K 0.33%
84,655
+30,800
62
$826K 0.31%
11,930
-8,787
63
$767K 0.29%
24,225
-1,520
64
$728K 0.28%
15,916
-622
65
$718K 0.27%
7,767
-2,753
66
$714K 0.27%
+15,151
67
$671K 0.25%
3,340
+50
68
$649K 0.25%
13,457
-410
69
$645K 0.24%
19,397
+9,142
70
$636K 0.24%
+69,950
71
$614K 0.23%
12,920
+140
72
$592K 0.22%
3,364
73
$549K 0.21%
5,488
-1,176
74
$545K 0.21%
2,235
-655
75
$523K 0.2%
51,275
-510
1 2
3
4 5