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
$2.17B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$14.8M
3
+$10.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.83M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.91M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.7M
4
NVDA icon
NVIDIA
NVDA
+$7.83M
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$7.72M

Sector Composition

1 Technology 14.94%
2 Consumer Discretionary 7.35%
3 Communication Services 4.29%
4 Financials 1.51%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.5M 0.48%
57,636
+4,354
52
$10.3M 0.47%
249,576
-3,157
53
$9.2M 0.42%
381,039
+83,337
54
$9.09M 0.42%
298,687
-18,877
55
$8.54M 0.39%
177,764
+562
56
$8.36M 0.38%
251,599
+33,322
57
$8.26M 0.38%
64,988
+3,858
58
$7.77M 0.36%
45,576
+3,425
59
$7.04M 0.32%
64,769
+954
60
$6.67M 0.31%
40,219
-1,172
61
$6.55M 0.3%
217,305
-3,671
62
$6.52M 0.3%
14,159
+1,548
63
$6.48M 0.3%
22,886
+2,058
64
$6.1M 0.28%
10,655
+1,545
65
$6.05M 0.28%
102,105
+28,000
66
$6.01M 0.28%
79,945
-4,251
67
$5.72M 0.26%
166,754
+160
68
$5.53M 0.25%
57,665
+43,061
69
$5.32M 0.24%
31,266
-2,154
70
$5.15M 0.24%
41,338
-11,464
71
$5.1M 0.23%
75,610
+15,496
72
$5.03M 0.23%
51,239
+3,983
73
$5.02M 0.23%
21,574
-6,843
74
$4.79M 0.22%
157,883
-2,481
75
$4.79M 0.22%
40,442
-25,611
1 2
3
4 5