GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.86B
1-Year Est. Return
20.56%
This Fund
S&P 500
1 Year Est. Return
+20.56%
AUM
$2.86B
AUM Growth
-$49.4M
(-1.7%)
Holding
356
Top Buys
| 1 | +$50.7M | |
| 2 | +$11.4M | |
| 3 | +$9.75M | |
| 4 |
Arthur J. Gallagher & Co
AJG
|
+$8.43M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$8.41M |
Top Sells
| 1 | +$147M | |
| 2 | +$31.3M | |
| 3 | +$15.2M | |
| 4 |
iShares Gold Trust
IAU
|
+$8.51M |
| 5 |
FS KKR Capital
FSK
|
+$2.51M |
Sector Composition
| 1 | Technology | 15.1% |
| 2 | Communication Services | 5.88% |
| 3 | Consumer Discretionary | 5.49% |
| 4 | Financials | 1.54% |
| 5 | Industrials | 1.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HPP
351
Hudson Pacific Properties
HPP
$393M
| – | – |
-1,686
|
|
||
352
iShares Short Maturity Bond ETF
NEAR
$4.08B
| – | – |
-4,909
|
|
||
353
Nu Holdings
NU
$73.6B
| – | – |
-10,271
|
|
||
354
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.56B
| – | – |
-6,024
|
|
||
355
Flutter Entertainment
FLUT
$18.6B
| – | – |
-7,110
|
|
||
|
BMNR
356
BitMine Immersion Technologies
BMNR
$9.28B
| – | – |
-3,904
|
|