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
126
$1.18M 0.06%
102,751
-21,854
127
$1.17M 0.06%
5,672
-1,097
128
$1.15M 0.06%
10,502
-1,110
129
$1.08M 0.06%
11,835
-382
130
$1.04M 0.06%
9,068
-1,940
131
$999K 0.05%
49,229
+287
132
$999K 0.05%
9,037
-303
133
$975K 0.05%
97,410
+30,300
134
$910K 0.05%
5,611
+359
135
$888K 0.05%
20,870
+3,051
136
$887K 0.05%
6,690
+230
137
$874K 0.05%
9,296
-17,881
138
$865K 0.05%
10,150
-250
139
$854K 0.05%
24,623
-335,867
140
$842K 0.05%
6,379
+231
141
$839K 0.05%
25,676
-7,462
142
$811K 0.04%
5,139
+131
143
$752K 0.04%
53,799
-20,434
144
$733K 0.04%
7,079
-280
145
$723K 0.04%
34,950
+24,144
146
$712K 0.04%
18,787
+6,565
147
$708K 0.04%
4,918
+2,760
148
$704K 0.04%
5,309
-628
149
$698K 0.04%
+19,069
150
$695K 0.04%
17,583
-4,871
4 5
6
7 8