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
101
$342K 0.08%
3,365
-2,212
102
$342K 0.08%
1,684
-1,724
103
$332K 0.07%
2,361
-99
104
$319K 0.07%
+1,857
105
$306K 0.07%
5,546
-800
106
$296K 0.07%
899
+8
107
$281K 0.06%
+1,983
108
$272K 0.06%
4,646
-90
109
$271K 0.06%
7,843
+793
110
$266K 0.06%
4,582
-7,328
111
$262K 0.06%
2,939
-315
112
$254K 0.06%
+1,458
113
$251K 0.06%
1,760
-2,169
114
$249K 0.06%
24,550
115
$246K 0.05%
3,344
-320
116
$236K 0.05%
+835
117
$232K 0.05%
767
-91
118
$223K 0.05%
1,579
-495
119
$222K 0.05%
+863
120
$215K 0.05%
+2,657
121
$213K 0.05%
+1,125
122
$202K 0.04%
1,312
-192
123
$201K 0.04%
+1,989
124
$165K 0.04%
16,080
125
$131K 0.03%
2,232
-350
2 3 4
5
6