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
201
$381K 0.02%
6,473
202
$372K 0.02%
3,472
+248
203
$367K 0.02%
16,521
+3,885
204
$351K 0.02%
1,786
+1
205
$348K 0.02%
8,370
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206
$346K 0.02%
8,786
-374
207
$340K 0.02%
21,942
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208
$337K 0.02%
2,839
-392
209
$336K 0.02%
8,551
210
$334K 0.02%
9,306
+1,081
211
$327K 0.02%
19,680
-6,004
212
$327K 0.02%
8,116
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213
$326K 0.02%
1,306
+28
214
$324K 0.02%
7,848
-564
215
$323K 0.02%
13,713
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216
$318K 0.02%
5,279
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217
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404
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218
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+3,092
219
$316K 0.02%
4,634
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220
$314K 0.02%
1,805
-123
221
$313K 0.02%
1,434
-25
222
$307K 0.02%
566
+2
223
$304K 0.02%
1,672
-13
224
$301K 0.02%
1,409
+10
225
$299K 0.01%
1,969
-4
7 8
9
10 11