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
201
$285K 0.02%
3,962
-13,194
202
$283K 0.02%
1,288
-9
203
$279K 0.02%
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-10,581
204
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669
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206
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207
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208
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209
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210
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211
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212
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213
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214
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215
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28,523
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216
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219
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220
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221
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223
$233K 0.02%
1,235
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224
$232K 0.02%
1,487
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225
$228K 0.02%
7,032
-1,286
7 8
9
10 11