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
$2.23B
AUM Growth
-$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.05M
3
+$7.54M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.26M

Top Sells

1
+$6.85M
2
+$4.16M
3
+$3.26M
4
LEN icon
Lennar Class A
LEN
+$2.84M
5
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$1.27M

Sector Composition

1 Technology 13.24%
2 Consumer Discretionary 5.88%
3 Communication Services 4.85%
4 Financials 1.72%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.33M 0.1%
28,563
-9,952
102
$2.3M 0.1%
74,190
+15,103
103
$2.26M 0.1%
11,334
-5,121
104
$2.19M 0.1%
6,262
+197
105
$2.14M 0.1%
74,982
+1,224
106
$2.07M 0.09%
54,000
+250
107
$2.07M 0.09%
10,651
+311
108
$2.06M 0.09%
6,606
-38
109
$1.99M 0.09%
21,851
-45,596
110
$1.97M 0.09%
11,392
+332
111
$1.94M 0.09%
54,397
-3,088
112
$1.89M 0.09%
6,571
+292
113
$1.87M 0.08%
2,826
+246
114
$1.81M 0.08%
4,864
+772
115
$1.71M 0.08%
40,505
116
$1.62M 0.07%
11,298
+2,297
117
$1.57M 0.07%
4,449
+690
118
$1.56M 0.07%
35,060
-190
119
$1.53M 0.07%
7,602
-410
120
$1.47M 0.07%
3,967
+267
121
$1.46M 0.07%
49,157
+31,844
122
$1.44M 0.06%
8,319
+266
123
$1.43M 0.06%
22,946
+936
124
$1.4M 0.06%
6,398
-103
125
$1.36M 0.06%
14,248
-376
3 4
5
6 7