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
101
$213K 0.07%
16,208
102
$210K 0.07%
722
103
$209K 0.07%
1,729
-5,020
104
$209K 0.07%
1,125
-305
105
$156K 0.05%
19,290
-3,891
106
$142K 0.05%
2,499
+5
107
$129K 0.05%
15,470
-15,000
108
$125K 0.04%
+10,786
109
$10K ﹤0.01%
10,000
-500
110
– –
-6,950
111
– –
-5,635
112
– –
-7,082
113
– –
-2,220
114
– –
-7,487
115
– –
-3,241
116
– –
-12,350
117
– –
-256,547
118
– –
-20,685
119
– –
-4,852
120
– –
-3,570
121
– –
-23,952
122
– –
-22,789
123
– –
-5,822
124
– –
-11,159
125
– –
-3,501
1 2 3 4
5