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
$1.23B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$6.98M
3
+$5.94M
4
TSLA icon
Tesla
TSLA
+$5.6M
5
NFLX icon
Netflix
NFLX
+$5.3M

Top Sells

1
+$7.26M
2
+$5.11M
3
+$3.85M
4
MODG icon
Topgolf Callaway Brands
MODG
+$3.19M
5
COIN icon
Coinbase
COIN
+$2.85M

Sector Composition

1 Consumer Discretionary 19.01%
2 Technology 15.36%
3 Communication Services 6.05%
4 Real Estate 3.44%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.18%
77,182
+28,919
77
$2.21M 0.18%
27,542
-12,823
78
$2.13M 0.17%
33,847
-25,900
79
$2.02M 0.17%
20,406
-99
80
$2.01M 0.16%
11,147
+1,676
81
$1.92M 0.16%
3,389
-4,899
82
$1.89M 0.15%
10,903
+1,541
83
$1.85M 0.15%
4,073
+59
84
$1.77M 0.14%
26,680
-14,164
85
$1.75M 0.14%
1,475
-888
86
$1.74M 0.14%
12,783
-3,330
87
$1.73M 0.14%
201,639
-288,287
88
$1.58M 0.13%
4,896
+1,618
89
$1.55M 0.13%
118,035
-65,900
90
$1.51M 0.12%
41,609
-12,470
91
$1.47M 0.12%
41,275
-2,872
92
$1.47M 0.12%
150,263
+40,213
93
$1.42M 0.12%
13,197
+4,348
94
$1.39M 0.11%
30,053
-30,372
95
$1.34M 0.11%
3,028
+191
96
$1.32M 0.11%
31,551
+10,994
97
$1.29M 0.11%
7,950
-171
98
$1.28M 0.1%
18,585
-60
99
$1.25M 0.1%
8,709
+2,435
100
$1.24M 0.1%
101,905
+840
2 3
4
5 6