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
51
$6.87M 0.41%
66,449
+10,182
52
$6.5M 0.39%
63,853
-9,029
53
$6.03M 0.36%
63,057
-4,608
54
$5.95M 0.36%
54,875
+11,357
55
$5.58M 0.33%
216,952
-6,944
56
$5.51M 0.33%
28,713
+1,590
57
$5.41M 0.32%
37,484
+2,201
58
$5.4M 0.32%
38,680
+2,146
59
$5.4M 0.32%
23,705
+6,082
60
$5.35M 0.32%
221,206
+41,038
61
$5.13M 0.31%
148,730
+4,426
62
$4.99M 0.3%
83,907
-6,313
63
$4.96M 0.3%
20,895
-136
64
$4.85M 0.29%
155,423
-16,849
65
$4.76M 0.29%
11,909
-5,677
66
$4.74M 0.28%
13,285
+748
67
$4.67M 0.28%
165,102
+18,585
68
$4.67M 0.28%
91,687
-256,743
69
$4.48M 0.27%
72,841
+47,258
70
$3.74M 0.22%
28,074
+343
71
$3.7M 0.22%
14,506
-185
72
$3.67M 0.22%
143,409
-13,895
73
$3.66M 0.22%
18,525
-37
74
$3.65M 0.22%
135,179
-17,459
75
$3.59M 0.21%
59,070
-41,543
1 2
3
4 5