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
$2.23B
AUM Growth
-$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.05M
3
+$7.54M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.26M

Top Sells

1
+$6.85M
2
+$4.16M
3
+$3.26M
4
LEN icon
Lennar Class A
LEN
+$2.84M
5
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$1.27M

Sector Composition

1 Technology 13.24%
2 Consumer Discretionary 5.88%
3 Communication Services 4.85%
4 Financials 1.72%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.45%
339,322
-110,094
52
$9.91M 0.45%
262,632
+8,776
53
$9.85M 0.44%
18,499
+2,037
54
$8.97M 0.4%
64,136
+8,409
55
$8.22M 0.37%
267,530
-5,387
56
$8.09M 0.36%
185,657
+8,178
57
$8.09M 0.36%
273,384
-10,718
58
$7.34M 0.33%
47,450
+2,619
59
$7.27M 0.33%
38,635
-5,355
60
$7.13M 0.32%
102,105
-6
61
$6.83M 0.31%
115,923
+34,879
62
$6.81M 0.31%
64,559
-173
63
$6.8M 0.31%
40,612
+7,893
64
$6.64M 0.3%
234,539
+4,527
65
$6.4M 0.29%
23,276
+68
66
$6.4M 0.29%
7,745
+1,223
67
$5.99M 0.27%
62,886
-276
68
$5.73M 0.26%
171,679
+1,817
69
$5.49M 0.25%
83,453
-4,125
70
$5.42M 0.24%
258,914
+38,087
71
$4.83M 0.22%
166,608
-3,198
72
$4.64M 0.21%
9,022
+1,744
73
$4.52M 0.2%
65,093
-18,218
74
$4.37M 0.2%
45,143
+4,125
75
$4.33M 0.19%
59,402
-2,367
1 2
3
4 5