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
51
$5.85M 0.4%
72,612
+3,023
52
$5.76M 0.39%
100,613
-48,602
53
$5.74M 0.39%
29,279
+3,998
54
$5.72M 0.39%
72,882
-2,071
55
$5.43M 0.37%
48,394
+8,747
56
$5.19M 0.35%
172,272
+2,530
57
$5.18M 0.35%
67,665
-9,610
58
$5.13M 0.35%
223,896
+202,766
59
$5.12M 0.35%
56,267
+12,047
60
$4.78M 0.33%
36,534
+881
61
$4.74M 0.32%
51,031
+10,694
62
$4.47M 0.3%
86,316
-46,193
63
$4.47M 0.3%
21,031
+29
64
$4.46M 0.3%
43,518
-399
65
$4.39M 0.3%
12,537
+740
66
$4.38M 0.3%
144,304
+818
67
$4.28M 0.29%
27,123
-420
68
$4.19M 0.29%
17,623
+701
69
$4.07M 0.28%
43,320
-3,702
70
$3.99M 0.27%
180,168
+41,787
71
$3.83M 0.26%
35,283
+3,668
72
$3.79M 0.26%
90,220
-29,860
73
$3.76M 0.26%
152,638
+95,492
74
$3.68M 0.25%
146,517
+3,439
75
$3.68M 0.25%
8,356
-1,462
1 2
3
4 5