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
$148M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$12.6M
3 +$12.1M
4
META icon
Meta Platforms (Facebook)
META
+$8.09M
5
SBUX icon
Starbucks
SBUX
+$6.82M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 22.33%
2 Technology 14.37%
3 Healthcare 13.71%
4 Consumer Discretionary 10.83%
5 Industrials 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$217K 0.15%
+31,500
77
$207K 0.14%
+6,165
78
$133K 0.09%
+13,742
79
$49K 0.03%
+10,500
80
$48K 0.03%
+10,000