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
1
$151M 7.55%
764,955
+56,520
2
$131M 6.56%
1,060,998
-184,172
3
$88.2M 4.42%
389,888
+14,675
4
$84.7M 4.24%
1,738,665
+128,258
5
$76.9M 3.85%
365,103
+1,594
6
$62M 3.1%
638,540
+602,849
7
$59.9M 3%
133,982
+1,310
8
$57.6M 2.88%
290,833
-41,150
9
$50.1M 2.51%
1,933,941
-44,169
10
$49.8M 2.5%
342,009
+17,437
11
$48.8M 2.44%
319,855
+25,737
12
$46.5M 2.33%
688,779
+74,493
13
$44.6M 2.23%
244,684
+16,783
14
$42.2M 2.11%
230,044
+1,363
15
$39.9M 2%
971,652
+69,481
16
$36.4M 1.82%
454,459
+23,630
17
$30.1M 1.51%
155,747
+7,965
18
$27.9M 1.4%
971,275
+98,633
19
$27.8M 1.39%
624,531
-33,895
20
$26.8M 1.34%
810,822
+29,388
21
$26.5M 1.33%
805,102
+26,340
22
$26M 1.3%
303,902
+20,937
23
$25.3M 1.27%
1,024,559
+55,382
24
$25.3M 1.26%
37,420
+23
25
$24.3M 1.22%
586,063
+53,450
1
2 3 4 5