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
101
$1.21M 0.1%
6,191
+967
102
$1.17M 0.1%
7,910
+5,849
103
$1.16M 0.09%
5,208
-455
104
$1.15M 0.09%
39,597
-132,553
105
$1.15M 0.09%
53,027
+15,180
106
$1.12M 0.09%
33,782
+4,748
107
$1.07M 0.09%
5,237
-71
108
$1.07M 0.09%
6,585
+707
109
$1.06M 0.09%
1,837
+331
110
$1.05M 0.09%
21,115
-1,034
111
$1.03M 0.08%
9,900
+60
112
$1.01M 0.08%
6,386
+316
113
$992K 0.08%
20,031
-1,250
114
$961K 0.08%
2,316
+593
115
$957K 0.08%
4,205
+1,416
116
$953K 0.08%
4,857
-14,500
117
$952K 0.08%
8,598
+1,678
118
$927K 0.08%
3,224
+167
119
$903K 0.07%
4,355
+967
120
$880K 0.07%
5,729
-62
121
$869K 0.07%
13,810
-810
122
$844K 0.07%
3,979
+202
123
$843K 0.07%
16,783
-1,840
124
$840K 0.07%
70,955
+990
125
$836K 0.07%
8,634
+1,069
3 4
5
6 7