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
1
$116M 6.95%
689,039
+62,890
2
$93.9M 5.62%
377,918
-20,281
3
$73.6M 4.4%
382,378
+11,010
4
$69.9M 4.18%
1,498,847
+224,222
5
$68.8M 4.12%
1,389,770
-34,240
6
$68.2M 4.08%
354,136
+5,806
7
$55.3M 3.31%
2,156,461
+207,666
8
$51.5M 3.08%
2,027,991
-252,900
9
$48.9M 2.92%
129,969
+4,726
10
$42M 2.51%
308,105
+9,630
11
$41.9M 2.51%
1,548,104
+67,011
12
$39.1M 2.34%
269,958
+27,007
13
$38.3M 2.29%
214,098
+9,863
14
$32.7M 1.95%
868,399
+33,002
15
$30.6M 1.83%
217,363
+6,459
16
$29M 1.74%
649,790
+16,496
17
$26.7M 1.6%
410,797
+23,971
18
$23.8M 1.43%
843,881
-5,265
19
$23.4M 1.4%
784,809
+42,536
20
$22M 1.31%
144,596
-1,931
21
$21.6M 1.29%
863,176
+99,008
22
$21M 1.26%
715,675
+139,319
23
$19.9M 1.19%
274,120
+19,238
24
$19.8M 1.19%
301,293
+24,844
25
$19.2M 1.15%
456,274
+61,377
1
2 3 4 5