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
101
$2.1M 0.11%
12,379
+254
102
$2M 0.11%
27,177
-5,212
103
$1.95M 0.11%
6,850
+1,919
104
$1.9M 0.1%
13,378
+1,154
105
$1.88M 0.1%
6,010
-30
106
$1.86M 0.1%
+47,585
107
$1.79M 0.1%
47,489
+3
108
$1.79M 0.1%
63,527
+608
109
$1.7M 0.09%
33,370
+580
110
$1.61M 0.09%
5,782
+6
111
$1.57M 0.08%
+36,878
112
$1.55M 0.08%
81,369
+30,737
113
$1.52M 0.08%
25,468
-1,510
114
$1.51M 0.08%
2,987
+36
115
$1.51M 0.08%
2,591
-791
116
$1.5M 0.08%
1,926
+10
117
$1.47M 0.08%
3,221
-262
118
$1.43M 0.08%
14,130
-2,703
119
$1.42M 0.08%
7,794
+225
120
$1.35M 0.07%
6,610
-336
121
$1.33M 0.07%
17,250
-1,354
122
$1.33M 0.07%
29,359
-62,328
123
$1.31M 0.07%
14,023
-996
124
$1.26M 0.07%
3,650
+346
125
$1.24M 0.07%
32,615
-3,144
3 4
5
6 7