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
176
$427K 0.03%
881
+212
177
$415K 0.02%
8,268
-1,894
178
$413K 0.02%
2,635
-1,611
179
$413K 0.02%
+7,008
180
$412K 0.02%
7,425
-1,900
181
$412K 0.02%
12,222
-1,912
182
$404K 0.02%
5,617
+14
183
$400K 0.02%
10,226
+1,789
184
$390K 0.02%
1,502
-6
185
$384K 0.02%
6,520
-165
186
$382K 0.02%
+1,013
187
$370K 0.02%
646
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188
$363K 0.02%
9,258
+349
189
$354K 0.02%
2,086
+1
190
$352K 0.02%
1,650
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191
$352K 0.02%
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192
$350K 0.02%
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193
$347K 0.02%
1,330
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194
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195
$344K 0.02%
7,180
-461
196
$343K 0.02%
4,074
+112
197
$335K 0.02%
+6,473
198
$326K 0.02%
+8,370
199
$321K 0.02%
1,489
-57
200
$318K 0.02%
+8,551
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