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
$284M
AUM Growth
-$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.94M
3
+$2.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.77M

Top Sells

1
+$12.8M
2
+$6.66M
3
+$5.16M
4
META icon
Meta Platforms (Facebook)
META
+$3.53M
5
TRUP icon
Trupanion
TRUP
+$2.87M

Sector Composition

1 Technology 15.47%
2 Communication Services 13.34%
3 Consumer Discretionary 9.89%
4 Real Estate 3.2%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 1.4%
36,662
+13,926
27
$3.83M 1.35%
44,097
-13,300
28
$3.26M 1.15%
21,130
+4,749
29
$3.17M 1.11%
67,566
+1,037
30
$3.01M 1.06%
170,990
-98,457
31
$2.96M 1.04%
29,362
+21,862
32
$2.67M 0.94%
20,370
-26,929
33
$2.43M 0.85%
246,641
+30,411
34
$2.42M 0.85%
9,604
+7,039
35
$2.28M 0.8%
219,602
+11,013
36
$2.28M 0.8%
14,172
-9,824
37
$2.16M 0.76%
64,920
+19,074
38
$2.09M 0.73%
41,937
+33,502
39
$1.88M 0.66%
72,763
+22,370
40
$1.67M 0.59%
187,460
+41,750
41
$1.67M 0.59%
31,887
-291
42
$1.51M 0.53%
45,181
-16,279
43
$1.42M 0.5%
101,067
-16,636
44
$1.29M 0.45%
4,914
-63
45
$1.2M 0.42%
4,821
+307
46
$1.06M 0.37%
8,115
-280
47
$1.06M 0.37%
+18,640
48
$1.05M 0.37%
16,332
-1,707
49
$1.05M 0.37%
42,558
-272
50
$1.01M 0.35%
13,594
+1,896
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