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
$284M
AUM Growth
-$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.94M
3
+$2.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.77M

Top Sells

1
+$12.8M
2
+$6.66M
3
+$5.16M
4
META icon
Meta Platforms (Facebook)
META
+$3.53M
5
TRUP icon
Trupanion
TRUP
+$2.87M

Sector Composition

1 Technology 15.47%
2 Communication Services 13.34%
3 Consumer Discretionary 9.89%
4 Real Estate 3.2%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$891K 0.31%
21,537
-348
52
$873K 0.31%
+16,424
53
$845K 0.3%
+15,043
54
$821K 0.29%
6,135
-7,061
55
$686K 0.24%
13,140
+620
56
$679K 0.24%
14,441
-250
57
$646K 0.23%
3,166
+50
58
$584K 0.21%
+22,363
59
$581K 0.2%
19,521
+2,107
60
$543K 0.19%
+6,354
61
$499K 0.18%
5,464
+790
62
$457K 0.16%
2,869
+345
63
$440K 0.15%
44,430
+9,385
64
$430K 0.15%
1,905
-15
65
$427K 0.15%
18,750
-1,945
66
$418K 0.15%
1,678
67
$411K 0.14%
31,272
-24,217
68
$401K 0.14%
+3,905
69
$397K 0.14%
+668
70
$392K 0.14%
15,940
-8,680
71
$386K 0.14%
2,994
+12
72
$377K 0.13%
10,875
-1,045
73
$370K 0.13%
2,755
+81
74
$343K 0.12%
3,505
+157
75
$334K 0.12%
1,117
+652
1 2
3
4 5