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
$284M
AUM Growth
-$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.94M
3
+$2.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.77M

Top Sells

1
+$12.8M
2
+$6.66M
3
+$5.16M
4
META icon
Meta Platforms (Facebook)
META
+$3.53M
5
TRUP icon
Trupanion
TRUP
+$2.87M

Sector Composition

1 Technology 15.47%
2 Communication Services 13.34%
3 Consumer Discretionary 9.89%
4 Real Estate 3.2%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$327K 0.11%
6,220
-6,960
77
$327K 0.11%
23,650
-400
78
$317K 0.11%
3,637
-8,646
79
$314K 0.11%
9,465
-790
80
$301K 0.11%
1,865
-160
81
$298K 0.1%
1,533
82
$277K 0.1%
2,845
-1,136
83
$272K 0.1%
6,043
+940
84
$271K 0.1%
2,954
85
$270K 0.09%
4,600
86
$268K 0.09%
5,284
-176
87
$250K 0.09%
13,364
-17,768
88
$250K 0.09%
6,742
-2,125
89
$248K 0.09%
+1,219
90
$248K 0.09%
2,283
-41
91
$248K 0.09%
2,539
+33
92
$246K 0.09%
6,474
-161
93
$245K 0.09%
1,864
-23
94
$233K 0.08%
4,855
-670
95
$229K 0.08%
712
-15
96
$224K 0.08%
835
+154
97
$224K 0.08%
8,820
-113,193
98
$221K 0.08%
5,789
-8,349
99
$219K 0.08%
2,609
-900
100
$217K 0.08%
10,107
-2,316
1 2 3
4
5