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
76
$501K 0.19%
+15,121
77
$498K 0.19%
3,787
+211
78
$479K 0.18%
3,841
-452
79
$454K 0.17%
2,671
-300
80
$431K 0.16%
8,851
-1,621
81
$415K 0.16%
14,929
-4,327
82
$384K 0.15%
3,781
+1,375
83
$379K 0.14%
10,915
-275
84
$378K 0.14%
+7,500
85
$367K 0.14%
1,895
+67
86
$365K 0.14%
6,749
+19
87
$349K 0.13%
+3,204
88
$334K 0.13%
3,318
+649
89
$322K 0.12%
4,025
-1,530
90
$320K 0.12%
+1,985
91
$312K 0.12%
2,325
-50
92
$293K 0.11%
5,286
-119
93
$292K 0.11%
11,707
-69,018
94
$292K 0.11%
4,710
-2,460
95
$291K 0.11%
2,285
+230
96
$280K 0.11%
1,709
97
$278K 0.11%
11,190
+98
98
$271K 0.1%
1,638
-186
99
$270K 0.1%
2,629
-1,620
100
$270K 0.1%
3,575
-307
2 3
4
5 6