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
$2B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$16.8M
3
+$11.1M
4
DELL icon
Dell
DELL
+$9.11M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$6.25M

Top Sells

1
+$53.3M
2
+$22.8M
3
+$15.9M
4
TSLA icon
Tesla
TSLA
+$8.14M
5
STLD icon
Steel Dynamics
STLD
+$3.77M

Sector Composition

1 Technology 16.67%
2 Consumer Discretionary 7.09%
3 Communication Services 4.74%
4 Financials 1.53%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.4M 1.07%
86,757
+10,928
27
$20.3M 1.02%
313,072
+258,976
28
$19.2M 0.96%
250,555
+34,487
29
$18.6M 0.93%
34,006
+2,677
30
$16.8M 0.84%
327,196
+43,638
31
$16.8M 0.84%
779,478
+59,445
32
$14.6M 0.73%
154,803
+22,785
33
$14.4M 0.72%
438,812
+23,403
34
$14.3M 0.71%
494,272
+76,154
35
$13.8M 0.69%
96,957
+4,680
36
$13.8M 0.69%
98,410
+9,322
37
$13.3M 0.66%
108,904
+13,627
38
$13.2M 0.66%
279,889
+25,693
39
$13M 0.65%
37,712
-137
40
$12.9M 0.64%
129,708
-4,148
41
$12.7M 0.64%
443,022
-41,587
42
$12.5M 0.63%
248,615
-7,819
43
$12.5M 0.63%
22,950
+851
44
$12.5M 0.62%
222,660
-9,021
45
$12.4M 0.62%
25,832
+15
46
$11.5M 0.58%
78,219
+405
47
$10.7M 0.53%
126,849
-2,812
48
$10M 0.5%
398,679
-2,126,302
49
$9.87M 0.49%
101,683
+22,091
50
$9.86M 0.49%
39,860
+2,942
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