GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$6.98M
3
+$5.94M
4
TSLA icon
Tesla
TSLA
+$5.6M
5
NFLX icon
Netflix
NFLX
+$5.3M

Top Sells

1
+$7.26M
2
+$5.11M
3
+$3.85M
4
MODG icon
Topgolf Callaway Brands
MODG
+$3.19M
5
COIN icon
Coinbase
COIN
+$2.85M

Sector Composition

1 Consumer Discretionary 19.01%
2 Technology 15.36%
3 Communication Services 6.05%
4 Real Estate 3.44%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.11%
248,311
+7,488
27
$12.5M 1.02%
333,060
+141,180
28
$11.9M 0.97%
307,271
-25,875
29
$11.7M 0.96%
72,186
+13,732
30
$11.6M 0.95%
239,836
+26,916
31
$11.6M 0.94%
56,333
+4,721
32
$11.1M 0.91%
123,504
+20,878
33
$10.4M 0.84%
452,013
-77,758
34
$9.41M 0.77%
91,353
+34,981
35
$8.5M 0.69%
46,072
-3,791
36
$7.46M 0.61%
46,156
+2,544
37
$6.23M 0.51%
265,294
-135,909
38
$6.15M 0.5%
238,238
-6,837
39
$5.92M 0.48%
45,419
-55,693
40
$5.47M 0.45%
80,930
+43,130
41
$5.45M 0.44%
12,008
-145
42
$5.34M 0.44%
188,794
+132,451
43
$5.25M 0.43%
251,736
+90,863
44
$5.03M 0.41%
12,106
+10,695
45
$4.5M 0.37%
23,834
+1,708
46
$4.37M 0.36%
19,246
+643
47
$4.36M 0.36%
32,281
+6,902
48
$4.36M 0.36%
27,615
+3,024
49
$4.34M 0.35%
7,345
-54
50
$4.3M 0.35%
219,121
-15,149
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