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
251
$201K 0.01%
1,800
-798
252
$196K 0.01%
11,395
+549
253
$141K 0.01%
15,000
254
$132K 0.01%
19,040
-23
255
$123K 0.01%
11,876
256
$116K 0.01%
10,438
-12,297
257
$101K 0.01%
14,955
-15,095
258
$78.7K ﹤0.01%
13,141
+416
259
$61.4K ﹤0.01%
11,100
260
$20.3K ﹤0.01%
13,555
261
$17.3K ﹤0.01%
11,750
262
$16.9K ﹤0.01%
250
263
$14.6K ﹤0.01%
10,874
264
$2.58K ﹤0.01%
22
-2
265
– –
-1,658
266
– –
-6,847
267
– –
-3,626
268
– –
-2,031
269
– –
-11,196
270
– –
-43,120
271
– –
-6,921
272
– –
-1,983
273
– –
-4,625
274
– –
-3,123
275
– –
-14,627
8 9 10
11
12