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
$2.17B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$14.8M
3
+$10.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.83M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.91M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.7M
4
NVDA icon
NVIDIA
NVDA
+$7.83M
5
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$7.72M

Sector Composition

1 Technology 14.94%
2 Consumer Discretionary 7.35%
3 Communication Services 4.29%
4 Financials 1.51%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.01%
3,013
+13
227
$309K 0.01%
3,699
+163
228
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3,822
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229
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$304K 0.01%
6,866
-500
231
$300K 0.01%
1,445
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232
$298K 0.01%
+1,348
233
$298K 0.01%
3,132
234
$297K 0.01%
312
+13
235
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+20,700
236
$295K 0.01%
568
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237
$295K 0.01%
1,119
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238
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4,206
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239
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965
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240
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1,031
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241
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242
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244
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245
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1,210
+13
246
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1,677
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247
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5,980
-5,315
248
$257K 0.01%
1,478
-327
249
$252K 0.01%
4,742
+350
250
$251K 0.01%
4,371
-162
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10
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