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
$1.85B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

1 +$35M
2 +$16M
3 +$13.1M
4
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$11.6M
5
TSLA icon
Tesla
TSLA
+$8.07M

Sector Composition

1 Technology 15.23%
2 Consumer Discretionary 8.05%
3 Communication Services 4.73%
4 Financials 1.62%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$129M 6.99%
708,435
+19,396
2
$113M 6.08%
1,245,170
-144,600
3
$80.7M 4.36%
1,610,407
+111,560
4
$78.1M 4.22%
375,213
-7,165
5
$63.8M 3.45%
2,524,981
+368,520
6
$62.3M 3.37%
363,509
+9,373
7
$58.4M 3.15%
331,983
-45,935
8
$55.8M 3.01%
132,672
+2,703
9
$53.2M 2.87%
1,978,110
-49,881
10
$47.9M 2.59%
324,572
+16,467
11
$45.8M 2.47%
294,118
+24,160
12
$41.9M 2.26%
227,901
+13,803
13
$41.7M 2.25%
614,286
+584,727
14
$38M 2.05%
902,171
+33,772
15
$34.8M 1.88%
228,681
+11,318
16
$31.5M 1.7%
430,829
+20,032
17
$31.1M 1.68%
658,426
+8,636
18
$26.7M 1.44%
147,782
+3,186
19
$25.4M 1.37%
872,642
+156,967
20
$25.4M 1.37%
781,434
-3,375
21
$24.9M 1.35%
778,762
-65,119
22
$24.1M 1.3%
969,177
+106,001
23
$23.1M 1.25%
282,965
+8,845
24
$22.9M 1.24%
532,613
+76,339
25
$22.7M 1.23%
37,397
-884