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
51
$9.36M 0.47%
252,733
+104,029
52
$9.11M 0.46%
+66,053
53
$8.99M 0.45%
317,564
+1,312
54
$8.87M 0.44%
71,644
+2,812
55
$7.94M 0.4%
28,417
-169
56
$7.73M 0.39%
53,282
+4,820
57
$7.73M 0.39%
177,202
-3,171
58
$7.54M 0.38%
41,391
-306
59
$7.05M 0.35%
297,702
+35,952
60
$6.89M 0.34%
218,277
+26,483
61
$6.8M 0.34%
63,815
+5,378
62
$6.66M 0.33%
33,420
+18,249
63
$6.51M 0.33%
220,976
+5,340
64
$6.18M 0.31%
61,130
+422
65
$6.12M 0.31%
84,196
+3,660
66
$5.95M 0.3%
42,151
+7,392
67
$5.57M 0.28%
20,828
-224
68
$5.37M 0.27%
166,594
+6,318
69
$5.34M 0.27%
52,802
+96
70
$5.24M 0.26%
13,684
+80
71
$5.13M 0.26%
12,611
+324
72
$4.59M 0.23%
9,110
+1,227
73
$4.47M 0.22%
160,364
+14,698
74
$4.34M 0.22%
47,256
+5,600
75
$4.21M 0.21%
74,105
-978
1 2
3
4 5