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
101
$256K 0.11%
4,870
-420
102
$248K 0.11%
+2,055
103
$247K 0.11%
2,641
104
$244K 0.1%
+2,406
105
$241K 0.1%
1,530
+210
106
$236K 0.1%
2,695
-300
107
$227K 0.1%
+1,378
108
$222K 0.1%
+2,340
109
$219K 0.09%
+8,000
110
$217K 0.09%
1,944
+21
111
$216K 0.09%
4,418
-871
112
$203K 0.09%
+4,040
113
$203K 0.09%
+2,260
114
$200K 0.09%
4,027
115
$176K 0.08%
14,000
-5,000
116
$165K 0.07%
12,010
-3,821
117
$149K 0.06%
+11,120
118
$139K 0.06%
2,723
+100
119
$115K 0.05%
10,500
120
$37K 0.02%
18,000
+8,000
121
– –
-3,526
122
– –
-2,758
123
– –
-24,571
124
– –
-401,426
125
– –
-11,323
1 2 3 4
5