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
$2.59B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.7M
3
+$14.6M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$10M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.58M

Top Sells

1
+$24.6M
2
+$5.78M
3
+$4.09M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.77M
5
NVO icon
Novo Nordisk
NVO
+$3.57M

Sector Composition

1 Technology 14.17%
2 Consumer Discretionary 5.47%
3 Communication Services 5.24%
4 Financials 1.66%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$1.65T
$11.4M 0.44%
41,362
+750
PZA icon
52
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.28B
$11.2M 0.43%
499,706
+36,652
BX icon
53
Blackstone
BX
$122B
$11M 0.43%
73,739
-398
SPAB icon
54
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.71B
$9.86M 0.38%
385,344
-20,049
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.06T
$9.61M 0.37%
19,780
+1,281
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$3.06T
$8.96M 0.35%
50,843
+3,393
JPSE icon
57
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$534M
$8.6M 0.33%
188,962
+3,305
IAU icon
58
iShares Gold Trust
IAU
$64.3B
$7.96M 0.31%
127,716
+11,793
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$122B
$7.95M 0.31%
18,733
+17,560
SMMD icon
60
iShares Russell 2500 ETF
SMMD
$1.71B
$7.85M 0.3%
+115,875
GEV icon
61
GE Vernova
GEV
$163B
$7.6M 0.29%
14,364
+2,439
MUB icon
62
iShares National Muni Bond ETF
MUB
$40.3B
$7.45M 0.29%
71,302
+6,743
NTNX icon
63
Nutanix
NTNX
$18.2B
$7.42M 0.29%
97,105
-5,000
CGGO icon
64
Capital Group Global Growth Equity ETF
CGGO
$7.38B
$7.42M 0.29%
232,156
-2,383
LLY icon
65
Eli Lilly
LLY
$720B
$7.38M 0.29%
9,472
+1,727
VTI icon
66
Vanguard Total Stock Market ETF
VTI
$543B
$7.12M 0.28%
23,420
+144
CGUS icon
67
Capital Group Core Equity ETF
CGUS
$7.31B
$6.68M 0.26%
180,809
+9,130
PFF icon
68
iShares Preferred and Income Securities ETF
PFF
$14.6B
$6.67M 0.26%
217,404
-50,126
FSK icon
69
FS KKR Capital
FSK
$4.16B
$6.06M 0.23%
292,250
+33,336
MGM icon
70
MGM Resorts International
MGM
$8.6B
$5.89M 0.23%
171,363
-167,959
SPLG icon
71
SPDR Portfolio S&P 500 ETF
SPLG
$88.3B
$5.84M 0.23%
80,391
-3,062
VOO icon
72
Vanguard S&P 500 ETF
VOO
$757B
$5.35M 0.21%
9,426
+404
UBER icon
73
Uber
UBER
$192B
$5.35M 0.21%
57,370
-2,032
QQQJ icon
74
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$689M
$5.35M 0.21%
167,258
+650
JPM icon
75
JPMorgan Chase
JPM
$810B
$5.16M 0.2%
17,801
+1,482
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3
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