GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.59B
1-Year Return
19.5%
This Quarter Return
+12.63%
1 Year Return
+19.5%
3 Year Return
+92.68%
5 Year Return
+185.27%
10 Year Return
–
AUM
$1.26B
AUM Growth
+$483M
(+62%)
Cap. Flow
+$431M
Cap. Flow
% of AUM
34.27%
Top 10 Holdings %
Top 10 Hldgs %
41.28%
Holding
1,257
New
11
Increased
190
Reduced
65
Closed
960
Top Buys
| 1 |
NVIDIA
NVDA
|
+$51.4M |
| 2 |
Microsoft
MSFT
|
+$35.6M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$32.8M |
| 4 |
iShares US Home Construction ETF
ITB
|
+$32.1M |
| 5 |
iShares US Medical Devices ETF
IHI
|
+$28.8M |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
+$10M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$4.54M |
| 3 |
ARK Fintech Innovation ETF
ARKF
|
+$2.2M |
| 4 |
Southwest Airlines
LUV
|
+$2.18M |
| 5 |
XYZ
Block, Inc.
XYZ
|
+$2.12M |
Sector Composition
| 1 | Consumer Discretionary | 19.52% |
| 2 | Technology | 15.17% |
| 3 | Communication Services | 6.46% |
| 4 | Real Estate | 3.78% |
| 5 | Financials | 3.06% |
