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
$1.85B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$16.2M
3
+$10.6M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$9.32M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.59M

Top Sells

1
+$35M
2
+$16M
3
+$13.1M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$11.6M
5
TSLA icon
Tesla
TSLA
+$8.07M

Sector Composition

1 Technology 15.23%
2 Consumer Discretionary 8.05%
3 Communication Services 4.73%
4 Financials 1.62%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$293K 0.02%
564
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$284K 0.02%
+12,636
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$282K 0.02%
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239
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250
$237K 0.01%
684
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