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
26
$15.8M 1.07%
276,449
+49,068
27
$15M 1.02%
309,546
-18,981
28
$14.8M 1%
39,096
-900
29
$14.6M 0.99%
394,897
+80,778
30
$13.4M 0.91%
460,201
+10,248
31
$11.6M 0.79%
38,271
+230
32
$11.4M 0.77%
165,193
+31,653
33
$10.6M 0.72%
130,405
-20,228
34
$9.83M 0.67%
135,771
-3,474
35
$9.57M 0.65%
26,715
-651
36
$9.51M 0.65%
580,854
+51,887
37
$9.24M 0.63%
+323,002
38
$9.15M 0.62%
197,869
+40,643
39
$8.88M 0.6%
20,680
+2,501
40
$8.58M 0.58%
196,045
+45,729
41
$8.52M 0.58%
216,892
+6,690
42
$8.41M 0.57%
69,952
-1,901
43
$8.4M 0.57%
82,865
+8,455
44
$8.26M 0.56%
91,372
+16,973
45
$8.21M 0.56%
285,980
+56,651
46
$8.15M 0.55%
19,059
+1,676
47
$7.75M 0.53%
77,404
-19,477
48
$7.01M 0.48%
65,406
-963
49
$6.64M 0.45%
17,586
+2,556
50
$6.14M 0.42%
420,023
-85,798
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