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
101
$1.88M 0.09%
11,430
-949
102
$1.85M 0.09%
47,769
+35,907
103
$1.84M 0.09%
65,571
+2,044
104
$1.77M 0.09%
6,010
105
$1.74M 0.09%
43,085
-4,500
106
$1.69M 0.08%
1,864
-62
107
$1.64M 0.08%
4,398
-3,057
108
$1.6M 0.08%
2,887
-100
109
$1.6M 0.08%
47,495
+6
110
$1.57M 0.08%
35,890
-988
111
$1.54M 0.08%
5,882
+100
112
$1.5M 0.07%
24,612
-856
113
$1.48M 0.07%
3,167
-54
114
$1.47M 0.07%
36,677
-13,648
115
$1.42M 0.07%
36,994
+19,411
116
$1.36M 0.07%
7,452
-342
117
$1.34M 0.07%
3,589
-61
118
$1.34M 0.07%
6,600
-10
119
$1.31M 0.07%
14,604
+581
120
$1.29M 0.06%
1,231
+559
121
$1.28M 0.06%
9,878
-29,140
122
$1.27M 0.06%
6,276
-4,310
123
$1.26M 0.06%
2,274
-317
124
$1.24M 0.06%
5,771
+99
125
$1.22M 0.06%
13,173
-171,188
3 4
5
6 7