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
$2.23B
AUM Growth
-$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.05M
3
+$7.54M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.26M

Top Sells

1
+$6.85M
2
+$4.16M
3
+$3.26M
4
LEN icon
Lennar Class A
LEN
+$2.84M
5
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$1.27M

Sector Composition

1 Technology 13.24%
2 Consumer Discretionary 5.88%
3 Communication Services 4.85%
4 Financials 1.72%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$285K 0.01%
2,387
+380
252
$285K 0.01%
1,101
+10
253
$284K 0.01%
+2,827
254
$283K 0.01%
+1,070
255
$277K 0.01%
+1,747
256
$277K 0.01%
+6,250
257
$274K 0.01%
3,840
+28
258
$274K 0.01%
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+35
259
$272K 0.01%
6,017
+1,168
260
$272K 0.01%
869
-27
261
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10,221
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262
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5,264
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263
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+9,373
264
$264K 0.01%
2,612
+130
265
$259K 0.01%
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266
$259K 0.01%
3,522
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267
$257K 0.01%
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268
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501
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269
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4,168
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270
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+1,907
271
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6,833
-75
272
$242K 0.01%
1,113
+16
273
$241K 0.01%
+2,295
274
$233K 0.01%
1,099
+28
275
$232K 0.01%
3,877
+161
9 10
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