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
$2.17B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$14.8M
3
+$10.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.83M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.91M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.7M
4
NVDA icon
NVIDIA
NVDA
+$7.83M
5
XSD icon
SPDR S&P Semiconductor ETF
XSD
+$7.72M

Sector Composition

1 Technology 14.94%
2 Consumer Discretionary 7.35%
3 Communication Services 4.29%
4 Financials 1.51%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.54M 0.21%
26,318
+10,518
77
$4.03M 0.19%
10,373
+403
78
$3.81M 0.18%
76,631
-340
79
$3.71M 0.17%
132,341
+11,264
80
$3.61M 0.17%
6,849
+942
81
$3.56M 0.16%
4,017
+271
82
$3.49M 0.16%
15,801
+9,525
83
$3.45M 0.16%
27,349
-61
84
$3.3M 0.15%
22,672
+539
85
$2.98M 0.14%
35,234
-497
86
$2.92M 0.13%
28,056
+2,379
87
$2.9M 0.13%
14,817
-1,675
88
$2.84M 0.13%
5,376
-590
89
$2.8M 0.13%
3,359
-201
90
$2.74M 0.13%
13,001
-288
91
$2.72M 0.13%
54,321
+6,552
92
$2.71M 0.12%
137,184
+30,872
93
$2.7M 0.12%
16,425
+540
94
$2.59M 0.12%
53,750
+6,255
95
$2.56M 0.12%
14,966
+448
96
$2.48M 0.11%
40,013
-14,997
97
$2.43M 0.11%
16,210
-394
98
$2.37M 0.11%
113,974
+5,761
99
$2.34M 0.11%
23,250
-2,277
100
$2.31M 0.11%
60,661
-378,151
2 3
4
5 6