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
$1.47B
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
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
1
$99.6M 6.78%
398,199
-11,331
2
$92.3M 6.28%
626,149
+15,291
3
$61.9M 4.22%
1,424,010
-36,360
4
$60.9M 4.14%
371,368
-251
5
$59.6M 4.06%
348,330
+6,256
6
$53.8M 3.66%
2,280,891
+11,547
7
$52.6M 3.58%
1,274,625
+126,330
8
$47.4M 3.23%
1,948,795
+269,533
9
$39.5M 2.69%
125,243
+585
10
$38.4M 2.62%
298,475
+15,441
11
$36.9M 2.51%
1,481,093
+255,971
12
$32.9M 2.24%
204,235
+11,595
13
$32.4M 2.21%
242,951
+33,446
14
$27.8M 1.89%
210,904
+11,445
15
$27.7M 1.89%
835,397
+60,296
16
$23.3M 1.58%
633,294
-1,041
17
$22.9M 1.56%
386,826
+9,987
18
$20.8M 1.42%
849,146
-46,661
19
$19.6M 1.34%
742,273
-16,532
20
$19.2M 1.31%
383,128
+45,514
21
$19.2M 1.31%
348,430
-34,182
22
$18.6M 1.27%
146,527
+7,010
23
$17.9M 1.22%
764,168
+199,429
24
$16.7M 1.14%
254,882
+5,138
25
$15.9M 1.08%
576,356
+536,753
1
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