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
126
$1.35M 0.06%
3,015
-490
127
$1.29M 0.06%
5,824
+1,396
128
$1.27M 0.06%
2,569
-7
129
$1.15M 0.05%
2,447
-51
130
$1.13M 0.05%
20,163
+6,135
131
$1.08M 0.05%
13,758
+302
132
$1.07M 0.05%
2,778
-21
133
$1.05M 0.05%
17,706
-9,287
134
$1.05M 0.05%
9,128
-160
135
$1.02M 0.05%
12,093
+2
136
$1.02M 0.05%
2,049
-24
137
$1.01M 0.05%
8,246
+251
138
$993K 0.04%
3,700
+1,380
139
$959K 0.04%
9,170
-266
140
$956K 0.04%
10,023
+2,549
141
$949K 0.04%
5,567
+71
142
$946K 0.04%
10,854
-2,561
143
$944K 0.04%
7,123
+3,059
144
$932K 0.04%
+10,043
145
$928K 0.04%
11,439
-1,480
146
$923K 0.04%
5,516
+651
147
$897K 0.04%
89,619
+37,739
148
$891K 0.04%
40,373
+9,149
149
$889K 0.04%
4,242
+112
150
$882K 0.04%
1,625
+578
4 5
6
7 8