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
$1.47B
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
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
251
$17.4K ﹤0.01%
13,555
252
$15.4K ﹤0.01%
10,874
253
$15K ﹤0.01%
11,750
254
$5.39K ﹤0.01%
24
255
$4.55K ﹤0.01%
+1,029
256
– –
-529
257
– –
-7,008
258
– –
-8,000
259
– –
-2,220
260
– –
-4,239
261
– –
-6,285
262
– –
-12,037
263
– –
-39,507
264
– –
-500
265
– –
-10,584
266
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-4,530
267
– –
-626
268
– –
-2,534
269
– –
-41,463
270
– –
-36,920
7 8 9 10
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