GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.6M
3
+$12.1M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
SBUX icon
Starbucks
SBUX
+$6.82M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 22.33%
2 Technology 14.37%
3 Healthcare 13.71%
4 Consumer Discretionary 10.83%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.95%
+56,600
27
$1.31M 0.89%
+24,119
28
$1.25M 0.85%
+11,202
29
$1.25M 0.84%
+53,765
30
$1.23M 0.83%
+24,627
31
$1.22M 0.83%
+10,862
32
$1.18M 0.8%
+6,331
33
$1.17M 0.79%
+13,136
34
$1.16M 0.78%
+5,682
35
$1.14M 0.77%
+29,110
36
$1.11M 0.75%
+27,583
37
$1.01M 0.69%
+26,610
38
$880K 0.6%
+20,092
39
$877K 0.59%
+59,100
40
$799K 0.54%
+50,899
41
$798K 0.54%
+17,285
42
$726K 0.49%
+12,259
43
$709K 0.48%
+71,370
44
$684K 0.46%
+15,940
45
$683K 0.46%
+54,630
46
$664K 0.45%
+4,452
47
$629K 0.43%
+9,155
48
$625K 0.42%
+13,927
49
$611K 0.41%
+4,622
50
$595K 0.4%
+6,619
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