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
26
$17.5M 0.94%
184,361
+171,247
27
$17.1M 0.93%
75,829
+47,116
28
$16.5M 0.89%
216,068
+29,076
29
$16.5M 0.89%
31,329
+1,958
30
$16.4M 0.88%
133,856
+2,474
31
$15.1M 0.82%
283,558
+33,805
32
$15M 0.81%
720,033
+78,734
33
$14.5M 0.78%
37,849
-361
34
$14.4M 0.78%
484,609
+3,307
35
$13.7M 0.74%
415,409
+27,943
36
$13.6M 0.73%
231,681
-11,121
37
$12.9M 0.7%
256,434
-56,853
38
$12.6M 0.68%
132,018
+25,625
39
$12.5M 0.68%
89,088
+19,759
40
$12.1M 0.65%
418,118
+82,901
41
$12.1M 0.65%
254,196
+24,404
42
$12M 0.65%
95,277
+6,036
43
$11.8M 0.64%
92,277
+25,828
44
$11.6M 0.62%
22,099
+1,829
45
$11.5M 0.62%
25,817
-205
46
$11.3M 0.61%
77,814
-1,647
47
$10.8M 0.59%
129,661
-2,301
48
$9.04M 0.49%
68,832
+1,321
49
$8.98M 0.49%
316,252
-1,231,852
50
$8.76M 0.47%
79,592
+1,783
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