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
$172M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.93M
3
+$2.64M
4
SMG icon
ScottsMiracle-Gro
SMG
+$1.83M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.34M

Top Sells

1
+$4.83M
2
+$2.94M
3
+$1.35M
4
LMT icon
Lockheed Martin
LMT
+$867K
5
TSLA icon
Tesla
TSLA
+$814K

Sector Composition

1 Communication Services 22.61%
2 Technology 12.05%
3 Consumer Discretionary 10.59%
4 Industrials 10.2%
5 Healthcare 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 7.51%
139,367
+541
2
$11.5M 6.68%
89,748
+1,657
3
$10.4M 6.02%
367,052
-171,080
4
$6.83M 3.96%
184,545
+14,372
5
$6.73M 3.9%
85,074
-37,139
6
$6.63M 3.85%
31,006
-1,742
7
$6.43M 3.73%
26,807
-3,616
8
$6.1M 3.54%
137,806
+23,538
9
$5.82M 3.38%
107,516
-1,128
10
$4.71M 2.73%
346,605
-59,850
11
$4.47M 2.59%
93,568
+27,952
12
$4.38M 2.54%
54,763
+3,791
13
$4.24M 2.46%
146,254
-25,678
14
$3.64M 2.11%
276,755
+85,239
15
$3.43M 1.99%
119,920
-19,852
16
$3.33M 1.93%
71,365
+22,155
17
$3.05M 1.77%
+66,810
18
$2.97M 1.72%
193,680
+10,300
19
$2.93M 1.7%
+50,860
20
$2.78M 1.61%
1,622,880
+583,200
21
$2.66M 1.54%
19,422
+5,247
22
$2.64M 1.53%
+34,268
23
$2.61M 1.51%
30,416
+2,036
24
$2.55M 1.48%
25,844
+1,487
25
$2.03M 1.18%
9,383
+3,974
1
2 3 4