GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$6.98M
3
+$5.94M
4
TSLA icon
Tesla
TSLA
+$5.6M
5
NFLX icon
Netflix
NFLX
+$5.3M

Top Sells

1
+$7.26M
2
+$5.11M
3
+$3.85M
4
MODG icon
Topgolf Callaway Brands
MODG
+$3.19M
5
COIN icon
Coinbase
COIN
+$2.85M

Sector Composition

1 Consumer Discretionary 19.01%
2 Technology 15.36%
3 Communication Services 6.05%
4 Real Estate 3.44%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$250K 0.02%
3,241
-4
227
$250K 0.02%
702
-199
228
$250K 0.02%
610
229
$249K 0.02%
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230
$245K 0.02%
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-63,623
231
$243K 0.02%
7,008
232
$236K 0.02%
+1,901
233
$231K 0.02%
+778
234
$228K 0.02%
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$227K 0.02%
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236
$227K 0.02%
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237
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238
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239
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241
$218K 0.02%
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242
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245
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247
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-244
248
$203K 0.02%
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249
$201K 0.02%
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+23
250
$200K 0.02%
+2,903
8 9
10
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