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
$1.85B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

1 +$33.6M
2 +$16.1M
3 +$11.9M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
TSLA icon
Tesla
TSLA
+$8.97M

Sector Composition

1 Technology 15.23%
2 Consumer Discretionary 8.05%
3 Communication Services 4.73%
4 Financials 1.62%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-22