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
51
$8.57M 0.46%
36,918
+3,678
52
$8.15M 0.44%
180,373
-2,463
53
$8.07M 0.44%
48,462
+10,978
54
$7.55M 0.41%
28,586
+4,881
55
$7.03M 0.38%
60,708
-3,145
56
$6.29M 0.34%
41,697
+3,017
57
$6.29M 0.34%
58,437
+3,562
58
$6.24M 0.34%
261,750
+40,544
59
$6.21M 0.34%
215,636
-1,316
60
$6.2M 0.33%
80,536
+7,695
61
$6.18M 0.33%
191,794
+36,371
62
$5.92M 0.32%
148,704
-26
63
$5.88M 0.32%
52,706
-10,351
64
$5.78M 0.31%
39,018
+8,747
65
$5.47M 0.3%
21,052
+157
66
$5.17M 0.28%
12,287
-998
67
$4.99M 0.27%
160,276
-4,826
68
$4.71M 0.25%
79,177
-4,730
69
$4.63M 0.25%
+75,083
70
$4.37M 0.24%
34,759
+3,104
71
$4.36M 0.24%
13,604
-902
72
$4.21M 0.23%
145,666
+10,487
73
$3.94M 0.21%
41,656
+20,439
74
$3.83M 0.21%
7,883
+966
75
$3.73M 0.2%
28,665
+591
1 2
3
4 5