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
1
$14.9M 6.42%
132,181
-5,221
2
$13.1M 5.61%
92,003
+1,375
3
$11.2M 4.81%
310,528
-15,204
4
$10.8M 4.64%
203,154
+68,282
5
$10.1M 4.33%
189,654
+32,548
6
$8.47M 3.64%
162,558
+143,305
7
$8.33M 3.58%
423,585
+130,815
8
$8.07M 3.47%
168,210
+121,982
9
$6.97M 3%
+120,997
10
$6.69M 2.88%
184,375
+22,453
11
$6.3M 2.71%
26,667
-1,869
12
$5.62M 2.42%
114,247
-9,046
13
$5.29M 2.27%
57,599
+3,112
14
$5.28M 2.27%
83,146
+4,268
15
$4.92M 2.11%
1,965,600
+548,680
16
$4.88M 2.1%
55,953
+1,047
17
$4.66M 2%
48,633
+15,606
18
$4.15M 1.78%
45,056
-4,431
19
$4.06M 1.74%
15,195
-9,116
20
$3.86M 1.66%
42,556
+4,678
21
$3.65M 1.57%
25,397
+340
22
$3.18M 1.37%
115,229
+31,218
23
$3.09M 1.33%
53,061
-50,290
24
$2.93M 1.26%
182,388
-21,092
25
$2.83M 1.22%
32,048
+1,457
1
2 3 4 5