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
$451M
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$6.3M
3
+$3.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.49M
5
IAU icon
iShares Gold Trust
IAU
+$2.29M

Top Sells

1
+$8.2M
2
+$5.42M
3
+$2.66M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.88M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 14.97%
3 Communication Services 9.62%
4 Real Estate 4.84%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$605K 0.13%
+3,144
77
$597K 0.13%
8,755
-8,467
78
$586K 0.13%
1,967
-10
79
$572K 0.13%
17,343
-1,715
80
$540K 0.12%
4,609
-1,539
81
$533K 0.12%
57,400
+18,900
82
$528K 0.12%
+11,818
83
$516K 0.11%
3,298
+3
84
$502K 0.11%
5,344
+571
85
$496K 0.11%
2,399
+420
86
$495K 0.11%
2,102
87
$489K 0.11%
7,619
-3,525
88
$485K 0.11%
+4,111
89
$475K 0.11%
1,320
-133
90
$471K 0.1%
12,330
+150
91
$466K 0.1%
3,905
+65
92
$435K 0.1%
20,000
-8,848
93
$428K 0.09%
5,312
-19,405
94
$425K 0.09%
14,280
-32,082
95
$409K 0.09%
+3,416
96
$375K 0.08%
6,566
-9,183
97
$365K 0.08%
2,879
+11
98
$360K 0.08%
1,393
-59
99
$351K 0.08%
1,822
+35
100
$343K 0.08%
2,635
-179
2 3
4
5 6