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
76
$343K 0.2%
8,126
-600
77
$340K 0.2%
7,684
-793
78
$336K 0.19%
10,865
+75
79
$315K 0.18%
3,344
+884
80
$296K 0.17%
+7,930
81
$294K 0.17%
2,625
82
$270K 0.16%
12,900
-3,850
83
$255K 0.15%
3,439
84
$243K 0.14%
+1,120
85
$228K 0.13%
2,100
-9
86
$224K 0.13%
+2,326
87
$217K 0.13%
3,646
-240
88
$212K 0.12%
+3,288
89
$207K 0.12%
12,600
+600
90
$202K 0.12%
+2,260
91
$193K 0.11%
10,400
92
$182K 0.11%
13,742
93
$119K 0.07%
2,854
-1,077
94
$113K 0.07%
10,500
95
$22K 0.01%
10,000
96
– –
-11,985
97
– –
-121,950
98
– –
-12,772
99
– –
-31,500
1 2 3
4