GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.24M
3
+$6.56M
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$6.37M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.21M

Top Sells

1
+$11.3M
2
+$7.86M
3
+$3.11M
4
TSLA icon
Tesla
TSLA
+$2.84M
5
NEE icon
NextEra Energy
NEE
+$2.78M

Sector Composition

1 Technology 13.41%
2 Consumer Discretionary 11.44%
3 Communication Services 4.43%
4 Financials 1.46%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$227K 0.02%
+1,658
227
$227K 0.02%
518
228
$226K 0.02%
1,869
+95
229
$225K 0.02%
+1,181
230
$223K 0.02%
2,598
231
$223K 0.02%
1,460
+248
232
$219K 0.01%
22,735
-3,715
233
$218K 0.01%
4,150
+155
234
$218K 0.01%
4,862
-118
235
$216K 0.01%
11,557
+2,520
236
$213K 0.01%
6,938
+438
237
$212K 0.01%
1,378
-9
238
$208K 0.01%
6,921
-4,981
239
$208K 0.01%
997
-77
240
$203K 0.01%
3,123
+173
241
$202K 0.01%
994
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242
$190K 0.01%
30,050
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243
$174K 0.01%
10,846
-2,606
244
$129K 0.01%
15,000
245
$112K 0.01%
19,063
+23
246
$111K 0.01%
2,031
-33,576
247
$83.6K 0.01%
11,876
-27
248
$77K 0.01%
12,725
-5
249
$48.6K ﹤0.01%
11,100
+100
250
$18.1K ﹤0.01%
+250
7 8 9
10
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