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
$1.23B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$6.98M
3
+$5.94M
4
TSLA icon
Tesla
TSLA
+$5.6M
5
NFLX icon
Netflix
NFLX
+$5.3M

Top Sells

1
+$7.26M
2
+$5.11M
3
+$3.85M
4
MODG icon
Topgolf Callaway Brands
MODG
+$3.19M
5
COIN icon
Coinbase
COIN
+$2.85M

Sector Composition

1 Consumer Discretionary 19.01%
2 Technology 15.36%
3 Communication Services 6.05%
4 Real Estate 3.44%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.26M 0.35%
133,171
+103,243
52
$4.07M 0.33%
6,068
+1,866
53
$3.99M 0.33%
11,313
+472
54
$3.9M 0.32%
30,816
-788
55
$3.75M 0.31%
8,303
+1,199
56
$3.65M 0.3%
132,663
+117,595
57
$3.58M 0.29%
42,333
+4,910
58
$3.58M 0.29%
68,937
+35,163
59
$3.45M 0.28%
24,840
+560
60
$3.36M 0.27%
30,636
+27,782
61
$3.31M 0.27%
41,854
-30,187
62
$3.19M 0.26%
62,049
+3,320
63
$3.14M 0.26%
22,779
-2,218
64
$3.12M 0.25%
+54,708
65
$3.12M 0.25%
+45,407
66
$3.1M 0.25%
34,043
-17,791
67
$2.96M 0.24%
19,352
-31
68
$2.92M 0.24%
52,568
-14,320
69
$2.84M 0.23%
6,360
+1,095
70
$2.83M 0.23%
13,363
-2,441
71
$2.67M 0.22%
12,011
-1,203
72
$2.56M 0.21%
11,232
+137
73
$2.52M 0.21%
18,438
-847
74
$2.38M 0.19%
27,734
+25,234
75
$2.31M 0.19%
58,526
-3,336
1 2
3
4 5