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
76
$3.42M 0.23%
31,878
-244
77
$3.23M 0.22%
18,562
+1,096
78
$3.17M 0.22%
157,304
+159
79
$3.11M 0.21%
89,018
-3,859
80
$3.11M 0.21%
27,731
-1,321
81
$3.07M 0.21%
134,468
82
$2.96M 0.2%
24,197
-2,332
83
$2.86M 0.19%
29,886
-4,648
84
$2.76M 0.19%
60,291
+1,138
85
$2.6M 0.18%
24,580
+13,434
86
$2.46M 0.17%
14,691
+84
87
$2.4M 0.16%
127,390
-7,138
88
$2.31M 0.16%
7,690
+1,430
89
$2.21M 0.15%
4,365
-859
90
$2.18M 0.15%
63,878
-230,761
91
$2.07M 0.14%
+82,286
92
$1.98M 0.13%
13,666
+522
93
$1.96M 0.13%
10,713
+35
94
$1.88M 0.13%
36,937
+8,566
95
$1.87M 0.13%
25,074
-222
96
$1.87M 0.13%
16,810
+451
97
$1.82M 0.12%
12,855
+697
98
$1.81M 0.12%
65,676
-6,403
99
$1.73M 0.12%
3,069
+287
100
$1.72M 0.12%
143,605
-3,000
2 3
4
5 6