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
251
$248K 0.01%
7,169
-49
252
$247K 0.01%
1,299
+4
253
$245K 0.01%
1,053
+2
254
$242K 0.01%
262
-91
255
$241K 0.01%
6,420
-96
256
$240K 0.01%
3,706
+4
257
$237K 0.01%
458
258
$236K 0.01%
1,842
+36
259
$234K 0.01%
1,731
+12
260
$232K 0.01%
459
-35
261
$229K 0.01%
1,642
+290
262
$228K 0.01%
1,795
-174
263
$226K 0.01%
581
-81
264
$225K 0.01%
1,958
265
$224K 0.01%
1,082
+101
266
$223K 0.01%
+1,632
267
$223K 0.01%
+907
268
$222K 0.01%
4,338
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269
$221K 0.01%
1,173
+20
270
$221K 0.01%
5,355
-301
271
$221K 0.01%
1,099
+2
272
$220K 0.01%
+4,601
273
$214K 0.01%
19,980
+300
274
$212K 0.01%
+429
275
$208K 0.01%
+722
9 10
11
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