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
101
$1.68M 0.11%
53,266
-357,978
102
$1.67M 0.11%
3,102
-45
103
$1.66M 0.11%
15,618
-131
104
$1.64M 0.11%
2,789
+260
105
$1.6M 0.11%
43,120
+4,530
106
$1.52M 0.1%
2,977
+71
107
$1.47M 0.1%
12,544
+2,900
108
$1.43M 0.1%
19,593
+99
109
$1.42M 0.1%
6,188
+1,341
110
$1.38M 0.09%
3,371
+117
111
$1.35M 0.09%
11,196
+5,145
112
$1.32M 0.09%
8,508
-717
113
$1.28M 0.09%
7,265
+1,312
114
$1.28M 0.09%
+6,294
115
$1.27M 0.09%
37,289
-1,822
116
$1.25M 0.09%
24,793
-548
117
$1.2M 0.08%
13,198
-345
118
$1.18M 0.08%
21,696
+4,994
119
$1.18M 0.08%
25,583
-5,118
120
$1.17M 0.08%
2,972
+606
121
$1.16M 0.08%
6,847
+5,752
122
$1.15M 0.08%
14,792
+1,157
123
$1.15M 0.08%
10,009
-246
124
$1.13M 0.08%
6,563
-307
125
$1.12M 0.08%
5,640
3 4
5
6 7