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
$1.67B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$10.6M
3
+$10.5M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$5.32M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.15M

Top Sells

1
+$13.1M
2
+$6.42M
3
+$6.04M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$5.38M
5
TSLA icon
Tesla
TSLA
+$5.04M

Sector Composition

1 Technology 13.68%
2 Consumer Discretionary 10.41%
3 Communication Services 4.46%
4 Financials 1.49%
5 Real Estate 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$245K 0.01%
1,051
+54
227
$244K 0.01%
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-309
228
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4,166
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229
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230
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231
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1,384
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233
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236
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237
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238
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8,152
-5,846
239
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240
$224K 0.01%
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241
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242
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244
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245
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246
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247
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248
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249
$203K 0.01%
+1,818
250
$202K 0.01%
+458
8 9
10
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