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
101
$2.3M 0.11%
5,746
-264
102
$2.28M 0.1%
67,234
-31,734
103
$2.25M 0.1%
44,093
+724
104
$2.21M 0.1%
75,934
+10,363
105
$2.15M 0.1%
6,663
-266
106
$2.02M 0.09%
53,566
+27,396
107
$2.01M 0.09%
11,237
-193
108
$1.85M 0.09%
7,716
-32,144
109
$1.85M 0.09%
3,161
-6
110
$1.82M 0.08%
2,059
+195
111
$1.71M 0.08%
40,905
-2,180
112
$1.64M 0.08%
1,561
+330
113
$1.6M 0.07%
35,680
-210
114
$1.6M 0.07%
5,812
-70
115
$1.48M 0.07%
6,109
+338
116
$1.47M 0.07%
2,844
-43
117
$1.47M 0.07%
7,414
-38
118
$1.42M 0.07%
6,483
-117
119
$1.41M 0.06%
3,668
+79
120
$1.39M 0.06%
21,422
-3,190
121
$1.35M 0.06%
7,757
+3,016
122
$1.34M 0.06%
13,564
+391
123
$1.33M 0.06%
2,156
-118
124
$1.32M 0.06%
8,150
+1,017
125
$1.25M 0.06%
29,013
-7,664
3 4
5
6 7