GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
1-Year Est. Return
19.5%
1 Year Est. Return
+19.5%
AUM
$2.59B
AUM Growth
+$361M
(+16%)
Holding
328
Top Buys
| 1 | +$28.1M | |
| 2 | +$17.7M | |
| 3 | +$14.6M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$10M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$9.58M |
Top Sells
| 1 | +$24.6M | |
| 2 | +$5.78M | |
| 3 | +$4.09M | |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$3.77M |
| 5 |
Novo Nordisk
NVO
|
+$3.57M |
Sector Composition
| 1 | Technology | 14.17% |
| 2 | Consumer Discretionary | 5.47% |
| 3 | Communication Services | 5.24% |
| 4 | Financials | 1.66% |
| 5 | Industrials | 1.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Sempra
SRE
$59.6B
| – | – |
-3,840
|
|
||
327
Invesco Solar ETF
TAN
$816M
| – | – |
-10,061
|
|
||
|
MRP
328
Millrose Properties Inc
MRP
$5.43B
| – | – |
-13,994
|
|