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
$451M
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$6.3M
3
+$3.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.49M
5
IAU icon
iShares Gold Trust
IAU
+$2.29M

Top Sells

1
+$8.2M
2
+$5.42M
3
+$2.66M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.88M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 14.97%
3 Communication Services 9.62%
4 Real Estate 4.84%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.06M 1.34%
73,636
-11,064
27
$5.92M 1.31%
52,854
+15,581
28
$5.76M 1.28%
12,660
+714
29
$5.31M 1.18%
41,569
-5,693
30
$5.03M 1.11%
88,761
-16,064
31
$4.67M 1.04%
523,418
+14,683
32
$4.3M 0.95%
106,552
+51,247
33
$4.07M 0.9%
149,128
+51,200
34
$3.66M 0.81%
76,947
-29,466
35
$3.16M 0.7%
384,018
+106,067
36
$3.04M 0.67%
41,383
+8,751
37
$3.03M 0.67%
9,849
-1,171
38
$2.87M 0.64%
32,593
+131
39
$2.52M 0.56%
11,105
-2,272
40
$2.52M 0.56%
270,477
+45,507
41
$2.46M 0.55%
26,371
-3,074
42
$2.41M 0.53%
31,296
-3,381
43
$2.4M 0.53%
168,421
-24,550
44
$2.34M 0.52%
7,558
-870
45
$2.19M 0.49%
21,582
+4,826
46
$2.11M 0.47%
58,572
-5,669
47
$2.09M 0.46%
6,768
-773
48
$1.96M 0.43%
39,184
+8,549
49
$1.94M 0.43%
21,531
-24
50
$1.92M 0.43%
14,023
+755
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