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
$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
126
$94K 0.02%
13,441
+513
127
$82K 0.02%
1,600
128
$51K 0.01%
15,300
-4,000
129
– –
-3,669
130
– –
-14,363
131
– –
-1,000
132
– –
-7,500
133
– –
-22,946
134
– –
-9,892
2 3 4 5
6