GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.86B
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$50.7M
2
+$11.4M
3
+$9.75M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$8.43M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.41M

Top Sells

1
+$147M
2
+$31.3M
3
+$15.2M
4
IAU icon
iShares Gold Trust
IAU
+$8.51M
5
FSK icon
FS KKR Capital
FSK
+$2.51M

Sector Composition

1 Technology 15.1%
2 Communication Services 5.88%
3 Consumer Discretionary 5.49%
4 Financials 1.54%
5 Industrials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLN icon
276
WisdomTree US LargeCap Dividend Fund
DLN
$5.83B
$317K 0.01%
3,602
+19
MSI icon
277
Motorola Solutions
MSI
$79.6B
$317K 0.01%
826
+16
IWO icon
278
iShares Russell 2000 Growth ETF
IWO
$13B
$316K 0.01%
978
-72
HOOD icon
279
Robinhood
HOOD
$68.5B
$316K 0.01%
2,791
-90
QQMG icon
280
Invesco ESG NASDAQ 100 ETF
QQMG
$162M
$313K 0.01%
+7,386
USRT icon
281
iShares Core US REIT ETF
USRT
$3.62B
$304K 0.01%
5,335
+911
SPGI icon
282
S&P Global
SPGI
$133B
$302K 0.01%
577
+3
CL icon
283
Colgate-Palmolive
CL
$76.6B
$302K 0.01%
3,816
+196
MMM icon
284
3M
MMM
$83.5B
$300K 0.01%
1,875
+48
BSX icon
285
Boston Scientific
BSX
$110B
$294K 0.01%
3,082
+139
TAN icon
286
Invesco Solar ETF
TAN
$1.49B
$293K 0.01%
5,968
+804
NOW icon
287
ServiceNow
NOW
$118B
$293K 0.01%
1,912
-3,658
AEE icon
288
Ameren
AEE
$31B
$289K 0.01%
2,896
+51
AZN icon
289
AstraZeneca
AZN
$313B
$288K 0.01%
3,133
-57
MELI icon
290
Mercado Libre
MELI
$86.9B
$286K 0.01%
142
-198
RSG icon
291
Republic Services
RSG
$71.7B
$281K 0.01%
1,325
-1
SBAC icon
292
SBA Communications
SBAC
$21B
$281K 0.01%
1,450
-80
DVY icon
293
iShares Select Dividend ETF
DVY
$22.5B
$278K 0.01%
1,971
-504
TRV icon
294
Travelers Companies
TRV
$67.2B
$277K 0.01%
956
+22
ETN icon
295
Eaton
ETN
$138B
$277K 0.01%
870
+293
BK icon
296
Bank of New York Mellon
BK
$81.2B
$274K 0.01%
+2,361
AVUS icon
297
Avantis US Equity ETF
AVUS
$11.2B
$270K 0.01%
2,419
-713
AMT icon
298
American Tower
AMT
$89.1B
$269K 0.01%
1,532
+336
TEL icon
299
TE Connectivity
TEL
$60B
$261K 0.01%
1,147
+34
RBLX icon
300
Roblox
RBLX
$47.5B
$260K 0.01%
3,213
+70
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