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
$2.59B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$28.1M
2
+$17.7M
3
+$14.6M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$10M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.58M

Top Sells

1
+$24.6M
2
+$5.78M
3
+$4.09M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.77M
5
NVO icon
Novo Nordisk
NVO
+$3.57M

Sector Composition

1 Technology 14.17%
2 Consumer Discretionary 5.47%
3 Communication Services 5.24%
4 Financials 1.66%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
151
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$915K 0.04%
8,376
-794
PG icon
152
Procter & Gamble
PG
$354B
$908K 0.04%
5,701
+134
NET icon
153
Cloudflare
NET
$73.2B
$895K 0.03%
4,571
+221
RACE icon
154
Ferrari
RACE
$71B
$879K 0.03%
1,791
-134
VEA icon
155
Vanguard FTSE Developed Markets ETF
VEA
$178B
$850K 0.03%
14,903
+826
AMD icon
156
Advanced Micro Devices
AMD
$378B
$841K 0.03%
5,928
-644
LEN icon
157
Lennar Class A
LEN
$32.1B
$834K 0.03%
7,539
-18,313
XOM icon
158
Exxon Mobil
XOM
$479B
$820K 0.03%
7,604
+917
TSM icon
159
TSMC
TSM
$1.53T
$818K 0.03%
3,612
+814
CGDG icon
160
Capital Group Dividend Growers ETF
CGDG
$3.33B
$815K 0.03%
+24,245
ABBV icon
161
AbbVie
ABBV
$406B
$809K 0.03%
4,359
+117
CVX icon
162
Chevron
CVX
$308B
$804K 0.03%
5,614
+98
AVUV icon
163
Avantis US Small Cap Value ETF
AVUV
$18B
$777K 0.03%
8,527
-2,327
ITOT icon
164
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$757K 0.03%
5,604
+2,015
SCHB icon
165
Schwab US Broad Market ETF
SCHB
$37.2B
$740K 0.03%
31,046
-544
SCHH icon
166
Schwab US REIT ETF
SCHH
$8.39B
$731K 0.03%
34,526
+5,182
TMO icon
167
Thermo Fisher Scientific
TMO
$204B
$726K 0.03%
1,789
-260
CAT icon
168
Caterpillar
CAT
$247B
$721K 0.03%
1,856
+358
AAOI icon
169
Applied Optoelectronics
AAOI
$1.99B
$718K 0.03%
27,950
IDU icon
170
iShares US Utilities ETF
IDU
$1.7B
$712K 0.03%
6,807
-57
SPIB icon
171
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$708K 0.03%
21,078
+394
LQD icon
172
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$700K 0.03%
6,382
+1,486
SCHG icon
173
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$686K 0.03%
23,487
-3,703
VXUS icon
174
Vanguard Total International Stock ETF
VXUS
$107B
$678K 0.03%
9,806
+547
MELI icon
175
Mercado Libre
MELI
$103B
$674K 0.03%
258
-60
5 6
7
8 9