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
101
$1.85M 0.11%
10,882
-2,784
102
$1.8M 0.11%
12,224
-320
103
$1.8M 0.11%
62,919
-2,757
104
$1.8M 0.11%
3,382
-983
105
$1.76M 0.11%
2,951
-26
106
$1.73M 0.1%
124,605
-19,000
107
$1.7M 0.1%
+42,245
108
$1.68M 0.1%
16,833
-60,571
109
$1.66M 0.1%
32,790
-4,147
110
$1.59M 0.09%
47,486
-34,800
111
$1.58M 0.09%
3,483
+112
112
$1.56M 0.09%
6,040
+400
113
$1.5M 0.09%
5,776
-412
114
$1.49M 0.09%
26,978
+2,185
115
$1.45M 0.09%
18,604
-3,092
116
$1.42M 0.09%
4,931
+1,565
117
$1.41M 0.08%
2,757
+856
118
$1.35M 0.08%
15,019
+227
119
$1.33M 0.08%
35,759
-1,530
120
$1.33M 0.08%
6,946
-3,767
121
$1.29M 0.08%
6,769
+206
122
$1.29M 0.08%
7,569
-939
123
$1.21M 0.07%
6,032
-1,233
124
$1.17M 0.07%
12,217
-981
125
$1.17M 0.07%
13,114
-6,479
3 4
5
6 7