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
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$12.6M
3
+$12.1M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
SBUX icon
Starbucks
SBUX
+$6.82M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 22.33%
2 Technology 14.37%
3 Healthcare 13.71%
4 Consumer Discretionary 10.83%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$565K 0.38%
+42,200
52
$541K 0.37%
+17,691
53
$496K 0.34%
+6,369
54
$485K 0.33%
+5,502
55
$407K 0.28%
+15,750
56
$404K 0.27%
+3,209
57
$401K 0.27%
+20,218
58
$372K 0.25%
+13,365
59
$362K 0.25%
+4,431
60
$335K 0.23%
+3,267
61
$321K 0.22%
+7,684
62
$315K 0.21%
+8,100
63
$313K 0.21%
+12,907
64
$309K 0.21%
+5,630
65
$293K 0.2%
+16,253
66
$292K 0.2%
+4,952
67
$287K 0.19%
+2,176
68
$286K 0.19%
+2,725
69
$267K 0.18%
+7,040
70
$248K 0.17%
+4,925
71
$244K 0.17%
+4,850
72
$243K 0.16%
+3,180
73
$229K 0.16%
+5,160
74
$223K 0.15%
+5,738
75
$219K 0.15%
+3,506
1 2
3
4