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
126
$1.25M 0.06%
34,601
+3,013
127
$1.16M 0.05%
9,663
-154
128
$1.14M 0.05%
49,375
+99
129
$1.11M 0.05%
13,838
-1,952
130
$1.11M 0.05%
2,648
-1,750
131
$1.09M 0.05%
9,325
+91
132
$1.08M 0.05%
8,047
-33
133
$1.04M 0.05%
8,273
-186
134
$1.03M 0.05%
12,758
+8,124
135
$1M 0.05%
32,250
+23,088
136
$959K 0.04%
22,092
+1,370
137
$944K 0.04%
5,449
-121
138
$924K 0.04%
3,296
-10,388
139
$861K 0.04%
25,526
-761
140
$851K 0.04%
9,525
141
$841K 0.04%
36,383
+19,862
142
$818K 0.04%
+1,740
143
$811K 0.04%
10,041
+1,823
144
$805K 0.04%
8,410
+150
145
$798K 0.04%
4,038
-547
146
$794K 0.04%
35,094
-75
147
$773K 0.04%
6,133
-3,745
148
$772K 0.04%
2,845
+764
149
$768K 0.04%
+80,828
150
$733K 0.03%
6,166
-228
4 5
6
7 8