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
26
$18.6M 1.12%
38,281
-815
27
$15.7M 0.94%
313,287
-69,841
28
$15.3M 0.92%
481,302
+21,101
29
$15.2M 0.91%
+360,490
30
$14M 0.84%
29,371
+8,691
31
$13.5M 0.81%
186,992
+21,799
32
$13.2M 0.79%
38,210
-61
33
$13.1M 0.78%
242,802
-66,744
34
$12.9M 0.77%
387,466
+64,464
35
$12.2M 0.73%
249,753
+53,708
36
$11.9M 0.71%
131,382
+977
37
$11.6M 0.7%
641,299
+60,445
38
$11M 0.66%
229,792
+31,923
39
$10.7M 0.64%
26,022
-693
40
$10.6M 0.63%
79,461
+9,509
41
$10.3M 0.62%
131,962
-3,809
42
$10.2M 0.61%
89,241
+6,376
43
$10.1M 0.6%
106,393
+15,021
44
$9.74M 0.58%
335,217
+49,237
45
$9.63M 0.58%
20,270
+1,211
46
$9.39M 0.56%
69,329
+20,935
47
$8.84M 0.53%
67,511
+2,105
48
$8.05M 0.48%
182,836
-34,056
49
$7.47M 0.45%
33,240
+3,961
50
$6.9M 0.41%
77,809
+5,197
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