GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$7.12M
3
+$5.91M
4
NFLX icon
Netflix
NFLX
+$5.88M
5
TSLA icon
Tesla
TSLA
+$4.86M

Top Sells

1
+$7.25M
2
+$4.96M
3
+$4.08M
4
CALY
Callaway Golf Company
CALY
+$3.3M
5
SIVB
SVB Financial Group
SIVB
+$2.97M

Sector Composition

1 Consumer Discretionary 19.01%
2 Technology 15.3%
3 Communication Services 6.05%
4 Real Estate 3.44%
5 Financials 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$571K 0.05%
5,242
+1,016
152
$562K 0.05%
11,706
+2,206
153
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156
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6,141
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17,058
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$404K 0.03%
19,741
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8 9