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
276
$104K 0.01%
+578
277
$99.9K 0.01%
13,899
-1,056
278
$75K ﹤0.01%
13,587
+446
279
$74.9K ﹤0.01%
15,040
-4,000
280
$40.5K ﹤0.01%
+116
281
$33.8K ﹤0.01%
13,555
282
$15.8K ﹤0.01%
10,874
283
$11.6K ﹤0.01%
250
284
$6.27K ﹤0.01%
+10,014
285
– –
-8,152
286
– –
-8,000
287
– –
-42,610
288
– –
-42,245
289
– –
-11,750
290
– –
-4,375
291
– –
-3,847
292
– –
-11,876
293
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-11,100
294
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295
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-5,507
296
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-22
297
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-4,818
298
– –
-458
299
– –
-3,000
300
– –
-5,285
9 10 11
12
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