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
201
$318K 0.02%
744
-120
202
$311K 0.02%
19,712
+2,551
203
$311K 0.02%
3,129
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205
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11,112
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206
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1,259
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207
$290K 0.02%
2,158
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208
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211
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212
$278K 0.02%
393
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213
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214
$275K 0.02%
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-2,624
215
$275K 0.02%
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216
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218
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219
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562
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220
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221
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222
$261K 0.02%
533
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1,033
-41
224
$259K 0.02%
7,310
-2,997
225
$248K 0.01%
5,285
-376
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9
10 11