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
76
$458K 0.2%
5,555
+380
77
$451K 0.19%
+10,733
78
$446K 0.19%
3,576
+239
79
$436K 0.19%
2,493
80
$421K 0.18%
3,671
+96
81
$404K 0.17%
+3,380
82
$402K 0.17%
7,170
-59,278
83
$396K 0.17%
324
-268
84
$377K 0.16%
11,190
+150
85
$367K 0.16%
6,730
-110
86
$324K 0.14%
11,487
+1,052
87
$304K 0.13%
+1,721
88
$302K 0.13%
10,255
-1,312
89
$302K 0.13%
3,882
+517
90
$297K 0.13%
5,405
-780
91
$295K 0.13%
1,828
-2,748
92
$292K 0.13%
4,180
+859
93
$282K 0.12%
2,375
-250
94
$278K 0.12%
1,709
-29
95
$273K 0.12%
+1,824
96
$269K 0.12%
+7,195
97
$268K 0.12%
4,890
-2,841
98
$267K 0.11%
+2,669
99
$263K 0.11%
12,600
100
$257K 0.11%
+11,092
1 2 3
4
5