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
76
$3.62M 0.2%
134,468
77
$3.5M 0.19%
54,096
-247,197
78
$3.5M 0.19%
35,691
+2,735
79
$3.43M 0.19%
123,106
-20,303
80
$3.3M 0.18%
8,446
+5,689
81
$3.2M 0.17%
76,195
-3,581
82
$3.07M 0.17%
22,383
+411
83
$3.06M 0.17%
7,455
-4,454
84
$3.06M 0.17%
18,065
-460
85
$2.92M 0.16%
6,097
-1,150
86
$2.92M 0.16%
47,393
+12,565
87
$2.8M 0.15%
2,889
-1,008
88
$2.8M 0.15%
15,521
+1,642
89
$2.65M 0.14%
3,618
+328
90
$2.61M 0.14%
5,433
+700
91
$2.61M 0.14%
13,037
+2,155
92
$2.6M 0.14%
8,675
+619
93
$2.57M 0.14%
15,171
-151
94
$2.43M 0.13%
38,073
-20,997
95
$2.38M 0.13%
46,009
-7,925
96
$2.37M 0.13%
24,760
+439
97
$2.34M 0.13%
116,201
+8,627
98
$2.28M 0.12%
50,325
-16,599
99
$2.23M 0.12%
10,586
+4,554
100
$2.21M 0.12%
16,758
+289
2 3
4
5 6