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
$2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$16.8M
3
+$11.1M
4
DELL icon
Dell
DELL
+$9.11M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.25M

Top Sells

1
+$53.3M
2
+$22.8M
3
+$15.9M
4
TSLA icon
Tesla
TSLA
+$8.14M
5
STLD icon
Steel Dynamics
STLD
+$3.77M

Sector Composition

1 Technology 16.67%
2 Consumer Discretionary 7.09%
3 Communication Services 4.74%
4 Financials 1.53%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$480K 0.02%
3,775
-1,048
177
$476K 0.02%
5,810
+570
178
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+15,787
179
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180
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17,904
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181
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1,522
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182
$448K 0.02%
8,363
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183
$440K 0.02%
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184
$438K 0.02%
11,295
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185
$432K 0.02%
8,734
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186
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1,154
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187
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649
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188
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4,116
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189
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15,048
190
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10,132
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191
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194
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195
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196
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197
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+17,673
198
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3,756
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199
$382K 0.02%
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200
$381K 0.02%
864
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