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
$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
SPDR 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
1
$13.9M 5.26%
90,319
-1,684
2
$13.8M 5.24%
275,389
+107,179
3
$13.2M 5%
127,230
-4,951
4
$12.4M 4.72%
205,044
+84,047
5
$11.6M 4.38%
208,464
+18,810
6
$11.1M 4.19%
304,856
-5,672
7
$10.8M 4.1%
187,930
+25,372
8
$9.28M 3.52%
440,670
+17,085
9
$9.02M 3.42%
162,892
-40,262
10
$7.29M 2.77%
27,847
+1,180
11
$7.13M 2.71%
1,856,240
-109,360
12
$7.12M 2.7%
121,676
+7,429
13
$6.62M 2.51%
331,241
+301,706
14
$6M 2.28%
58,029
+430
15
$5.18M 1.96%
166,095
+50,866
16
$5.13M 1.95%
84,465
+1,319
17
$5.11M 1.94%
57,208
+1,255
18
$4.9M 1.86%
47,442
-1,191
19
$4.31M 1.63%
15,079
-116
20
$4.24M 1.61%
46,373
+3,817
21
$3.89M 1.48%
25,505
+108
22
$3.87M 1.47%
42,474
-2,582
23
$3.78M 1.43%
81,380
+19,840
24
$3.6M 1.36%
33,337
+1,289
25
$3.42M 1.3%
69,891
+38,752
1
2 3 4 5