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
$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
State Street 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
76
$125K 0.09%
13,742
77
$29K 0.02%
10,000
78
– –
-20,218
79
– –
-56,600
80
– –
-5,630
81
– –
-20,092
82
– –
-5,160
83
– –
-10,500
84
– –
-5,738
85
– –
-24,627
1 2 3
4