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
$2.91B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.9M
3
+$13.9M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$13.3M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$12.3M

Top Sells

1
+$22.2M
2
+$14.5M
3
+$8.47M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$7.08M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$6.3M

Sector Composition

1 Technology 14.72%
2 Consumer Discretionary 5.52%
3 Communication Services 5.37%
4 Financials 1.53%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CL icon
276
Colgate-Palmolive
CL
$64B
$289K 0.01%
3,620
+22
BSX icon
277
Boston Scientific
BSX
$137B
$287K 0.01%
2,943
+232
MMM icon
278
3M
MMM
$88B
$284K 0.01%
1,827
+55
SPGI icon
279
S&P Global
SPGI
$151B
$280K 0.01%
574
+40
TTD icon
280
Trade Desk
TTD
$17.5B
$279K 0.01%
5,692
+1,073
COIN icon
281
Coinbase
COIN
$67.5B
$275K 0.01%
816
-63
UPST icon
282
Upstart Holdings
UPST
$4.48B
$270K 0.01%
+5,323
MMC icon
283
Marsh & McLennan
MMC
$91.8B
$265K 0.01%
1,316
+27
DDOG icon
284
Datadog
DDOG
$49.8B
$265K 0.01%
1,862
+48
SPYD icon
285
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.38B
$265K 0.01%
6,024
-730
TRV icon
286
Travelers Companies
TRV
$64.8B
$261K 0.01%
934
+19
USRT icon
287
iShares Core US REIT ETF
USRT
$3.28B
$260K 0.01%
4,424
+329
MS icon
288
Morgan Stanley
MS
$283B
$260K 0.01%
+1,633
FAPR icon
289
FT Vest US Equity Buffer ETF April
FAPR
$932M
$253K 0.01%
5,825
NEAR icon
290
iShares Short Maturity Bond ETF
NEAR
$3.77B
$252K 0.01%
4,909
-200
SCHA icon
291
Schwab U.S Small- Cap ETF
SCHA
$19.5B
$248K 0.01%
8,897
+568
TOST icon
292
Toast
TOST
$20.5B
$248K 0.01%
6,795
AZN icon
293
AstraZeneca
AZN
$284B
$245K 0.01%
3,190
+16
TEL icon
294
TE Connectivity
TEL
$67.9B
$245K 0.01%
+1,113
GBTC icon
295
Grayscale Bitcoin Trust
GBTC
$34.2B
$231K 0.01%
+2,570
AMT icon
296
American Tower
AMT
$84.4B
$230K 0.01%
1,196
+3
RIVN icon
297
Rivian
RIVN
$22.9B
$229K 0.01%
15,621
+2,510
MO icon
298
Altria Group
MO
$99.2B
$229K 0.01%
+3,471
COP icon
299
ConocoPhillips
COP
$117B
$228K 0.01%
2,412
+92
AVDE icon
300
Avantis International Equity ETF
AVDE
$11.3B
$225K 0.01%
2,856
10 11
12
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