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
126
$1.1M 0.06%
9,817
-685
127
$1.08M 0.05%
7,133
+2,215
128
$1.08M 0.05%
31,588
+18,583
129
$1.04M 0.05%
15,790
-1,460
130
$1.01M 0.05%
8,459
-609
131
$985K 0.05%
9,234
+197
132
$984K 0.05%
49,276
+47
133
$949K 0.05%
26,170
+7,101
134
$942K 0.05%
9,411
-4,719
135
$919K 0.05%
5,570
-41
136
$882K 0.04%
8,080
+1,001
137
$875K 0.04%
20,722
-148
138
$856K 0.04%
26,287
+611
139
$828K 0.04%
9,525
-625
140
$808K 0.04%
5,168
+29
141
$795K 0.04%
6,417
+38
142
$786K 0.04%
4,585
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143
$764K 0.04%
8,260
+1,638
144
$764K 0.04%
104,226
+6,816
145
$764K 0.04%
19,200
+413
146
$761K 0.04%
4,741
+599
147
$753K 0.04%
35,169
+219
148
$658K 0.03%
7,021
+5,297
149
$650K 0.03%
5,643
+75
150
$642K 0.03%
30,654
+399
4 5
6
7 8