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
76
$3.85M 0.19%
60,114
+12,721
77
$3.64M 0.18%
3,560
+671
78
$3.38M 0.17%
76,971
+776
79
$3.33M 0.17%
98,968
-35,500
80
$3.28M 0.16%
9,970
+1,295
81
$3.18M 0.16%
3,746
+128
82
$3.08M 0.15%
27,410
-1,255
83
$3.05M 0.15%
121,077
-2,029
84
$3.04M 0.15%
22,133
-250
85
$2.95M 0.15%
5,907
+474
86
$2.94M 0.15%
55,010
-24,167
87
$2.86M 0.14%
16,492
-1,573
88
$2.69M 0.13%
13,289
+252
89
$2.6M 0.13%
5,966
-131
90
$2.58M 0.13%
15,885
+364
91
$2.56M 0.13%
25,527
+20,506
92
$2.54M 0.13%
15,800
+9,110
93
$2.53M 0.13%
35,731
-2,342
94
$2.46M 0.12%
14,518
+1,140
95
$2.43M 0.12%
25,677
+917
96
$2.22M 0.11%
43,369
+9,999
97
$2.19M 0.11%
16,604
-154
98
$2.17M 0.11%
6,929
+79
99
$2.13M 0.11%
108,213
-7,988
100
$2.1M 0.11%
106,312
+24,943
2 3
4
5 6