GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
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
State Street 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
126
$1.1M 0.07%
44,135
-10,222
127
$1.02M 0.07%
3,761
+327
128
$991K 0.07%
6,776
-1,761
129
$988K 0.07%
53,818
-1,478
130
$972K 0.07%
9,456
+1,448
131
$965K 0.07%
49,016
-7,525
132
$939K 0.06%
52,902
-510
133
$939K 0.06%
10,434
-234
134
$905K 0.06%
3,366
+928
135
$869K 0.06%
5,830
+658
136
$848K 0.06%
25,573
-677
137
$836K 0.06%
12,800
-1,800
138
$796K 0.05%
6,615
-825
139
$786K 0.05%
4,662
+766
140
$759K 0.05%
5,207
+573
141
$746K 0.05%
7,941
+4,406
142
$743K 0.05%
+5,146
143
$742K 0.05%
7,870
-1,389
144
$733K 0.05%
1,901
+1,226
145
$710K 0.05%
10,400
-175
146
$687K 0.05%
6,678
+670
147
$661K 0.05%
4,246
+749
148
$606K 0.04%
7,290
-50
149
$591K 0.04%
4,561
-2,646
150
$588K 0.04%
2,898
-92
4 5
6
7 8