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
76
$3.58M 0.21%
30,271
-1,607
77
$3.57M 0.21%
66,924
-19,392
78
$3.39M 0.2%
7,247
-1,109
79
$3.34M 0.2%
31,655
+7,075
80
$3.27M 0.2%
32,956
-10,364
81
$3.18M 0.19%
134,468
82
$3.11M 0.19%
79,776
-9,242
83
$2.98M 0.18%
21,972
-2,225
84
$2.95M 0.18%
27,177
-2,709
85
$2.95M 0.18%
3,897
+1,108
86
$2.71M 0.16%
32,389
-18,642
87
$2.65M 0.16%
53,934
-6,357
88
$2.45M 0.15%
6,917
-773
89
$2.22M 0.13%
15,322
-1,488
90
$2.17M 0.13%
3,290
+221
91
$2.1M 0.13%
21,217
+17,755
92
$2.09M 0.12%
107,574
-19,816
93
$2.09M 0.12%
16,469
+851
94
$2.08M 0.12%
24,321
-753
95
$2.07M 0.12%
4,733
+1,761
96
$2.05M 0.12%
13,879
+4,423
97
$1.97M 0.12%
8,056
+1,762
98
$1.95M 0.12%
+34,828
99
$1.92M 0.11%
+29,559
100
$1.91M 0.11%
12,125
-730
2 3
4
5 6