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
276
$224K 0.01%
7,841
-1,361
277
$222K 0.01%
9,095
+4
278
$222K 0.01%
+3,016
279
$222K 0.01%
+1,295
280
$217K 0.01%
3,717
+1
281
$215K 0.01%
3,665
+23
282
$213K 0.01%
1,902
283
$211K 0.01%
5,369
-70
284
$211K 0.01%
1,701
-140
285
$207K 0.01%
+770
286
$206K 0.01%
+3,973
287
$193K 0.01%
+18,000
288
$159K 0.01%
+12,761
289
$129K 0.01%
+14,818
290
$104K ﹤0.01%
+13,049
291
$54.1K ﹤0.01%
14,415
+401
292
$6.82K ﹤0.01%
+520
293
– –
-18,924
294
– –
-759
295
– –
-7,301
296
– –
-1,789
297
– –
-1,272
298
– –
-627
299
– –
-11,750
300
– –
-16,000
9 10 11
12
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