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
$2.23B
AUM Growth
-$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.05M
3
+$7.54M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.26M

Top Sells

1
+$6.85M
2
+$4.16M
3
+$3.26M
4
LEN icon
Lennar Class A
LEN
+$2.84M
5
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$1.27M

Sector Composition

1 Technology 13.24%
2 Consumer Discretionary 5.88%
3 Communication Services 4.85%
4 Financials 1.72%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.6M 1.02%
40,288
+360
27
$20.4M 0.92%
398,375
+24,483
28
$20.1M 0.9%
95,117
+14,762
29
$19.2M 0.86%
656,814
+71,398
30
$18.8M 0.85%
197,688
+12,690
31
$18.4M 0.83%
387,490
+35,777
32
$17.8M 0.8%
425,027
+37,055
33
$17.8M 0.8%
350,981
+84,174
34
$17.4M 0.78%
894,995
+12,489
35
$17.4M 0.78%
108,162
+409
36
$16.9M 0.76%
128,607
+4,943
37
$15.5M 0.7%
243,959
+20,391
38
$14.3M 0.64%
30,411
+2,002
39
$14M 0.63%
38,091
+324
40
$14M 0.63%
24,955
+1,227
41
$13.5M 0.61%
147,696
+4,295
42
$13.1M 0.59%
401,011
-16,377
43
$12.1M 0.54%
122,786
-729
44
$11.8M 0.53%
77,179
-957
45
$11.5M 0.52%
122,441
-1,638
46
$11.2M 0.5%
185,884
-7,615
47
$10.7M 0.48%
463,054
+82,306
48
$10.4M 0.47%
74,137
-278
49
$10.4M 0.47%
405,393
-31,560
50
$10.1M 0.46%
17,592
+6,078
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