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
126
$1.17M 0.07%
11,612
+1,178
127
$1.16M 0.07%
74,233
-345,790
128
$1.15M 0.07%
11,008
+3,067
129
$1.12M 0.07%
1,916
-1,186
130
$1.09M 0.07%
33,138
-20,128
131
$1.03M 0.06%
3,304
-457
132
$1.01M 0.06%
48,942
-3,960
133
$1.01M 0.06%
50,632
+1,616
134
$1.01M 0.06%
9,340
+1,470
135
$900K 0.05%
22,454
-41,424
136
$886K 0.05%
12,800
137
$844K 0.05%
10,400
138
$840K 0.05%
6,724
-3,285
139
$839K 0.05%
5,507
-1,269
140
$812K 0.05%
5,937
-678
141
$793K 0.05%
21,042
+14,010
142
$770K 0.05%
5,252
+45
143
$754K 0.05%
29,477
-14,658
144
$752K 0.05%
17,819
+7,274
145
$747K 0.04%
5,008
+346
146
$742K 0.04%
7,359
-303
147
$721K 0.04%
6,460
-830
148
$687K 0.04%
15,025
-2,215
149
$670K 0.04%
6,148
-530
150
$600K 0.04%
42,610
-11,208
4 5
6
7 8