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
126
– –
-3,671
127
– –
-4,418
128
– –
-4,180
129
– –
-1,721
130
– –
-11,487
131
– –
-44,532
132
– –
-11,120
133
– –
-4,027
134
– –
-47,883
2 3 4 5
6