GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
This Quarter Return
+5.45%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$2B
AUM Growth
+$2B
(+7.9%)
Cap. Flow
+$199M
Cap. Flow
% of AUM
9.94%
Top 10 Holdings %
Top 10 Hldgs %
40.6%
Holding
302
New
18
Increased
154
Reduced
94
Closed
20
Top Buys
| 1 |
NVIDIA
NVDA
|
$116M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$58.5M |
| 3 |
Invesco Biotechnology & Genome ETF
PBE
|
$16.8M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$11.1M |
| 5 |
Dell
DELL
|
$9.11M |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$53.3M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
$15.9M |
| 3 |
Tesla
TSLA
|
$8.14M |
| 4 |
Steel Dynamics
STLD
|
$3.77M |
| 5 |
Las Vegas Sands
LVS
|
$2.38M |
Sector Composition
| 1 | Technology | 16.67% |
| 2 | Consumer Discretionary | 7.09% |
| 3 | Communication Services | 4.74% |
| 4 | Financials | 1.53% |
| 5 | Healthcare | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
301
ZipRecruiter
ZIP
$427M
| – | – |
-102,751
| Closed | -$1.18M |
|
302
FIGS
FIGS
$1.08B
| – | – |
-15,040
| Closed | -$74.9K |
|