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
251
$231K 0.01%
3,702
252
$230K 0.01%
+6,020
253
$229K 0.01%
1,893
+75
254
$228K 0.01%
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-47
255
$225K 0.01%
+1,952
256
$223K 0.01%
+3,874
257
$219K 0.01%
4,390
-234
258
$216K 0.01%
+258
259
$214K 0.01%
868
+30
260
$211K 0.01%
5,830
-1,480
261
$210K 0.01%
+1,095
262
$208K 0.01%
+1,060
263
$205K 0.01%
2,314
-354
264
$204K 0.01%
700
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265
$202K 0.01%
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266
$201K 0.01%
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267
$200K 0.01%
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268
$198K 0.01%
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271
$147K 0.01%
15,000
272
$139K 0.01%
+2,111
273
$124K 0.01%
11,295
+857
274
$114K 0.01%
+844
275
$106K 0.01%
+4,318
9 10
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