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
$2.17B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$14.8M
3
+$10.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.83M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.91M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.7M
4
NVDA icon
NVIDIA
NVDA
+$7.83M
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$7.72M

Sector Composition

1 Technology 14.94%
2 Consumer Discretionary 7.35%
3 Communication Services 4.29%
4 Financials 1.51%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.8M 1.09%
607,967
-16,564
27
$21.9M 1.01%
264,141
+13,586
28
$21.4M 0.99%
37,115
+3,109
29
$19.2M 0.88%
351,428
+24,232
30
$17.6M 0.81%
820,976
+41,498
31
$17.1M 0.79%
174,669
+19,866
32
$16.7M 0.77%
569,035
+74,763
33
$16.4M 0.76%
367,716
+330,722
34
$16M 0.74%
118,008
+9,104
35
$16M 0.73%
101,453
+3,043
36
$15.6M 0.72%
323,963
+44,074
37
$15.2M 0.7%
37,464
-248
38
$15.2M 0.7%
217,041
-96,031
39
$14.6M 0.67%
437,806
-5,216
40
$13.6M 0.63%
23,738
+788
41
$12.7M 0.59%
26,062
+230
42
$12.4M 0.57%
104,084
+7,127
43
$12.4M 0.57%
243,969
-4,646
44
$12.1M 0.56%
77,331
-888
45
$11.8M 0.55%
123,159
-6,549
46
$11.6M 0.54%
196,597
-26,063
47
$11.5M 0.53%
126,118
-731
48
$11M 0.51%
71,877
+233
49
$10.9M 0.5%
417,314
+18,635
50
$10.7M 0.49%
104,242
+2,559
1
2
3 4 5