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
$1.23B
AUM Growth
-$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$6.98M
3
+$5.94M
4
TSLA icon
Tesla
TSLA
+$5.6M
5
NFLX icon
Netflix
NFLX
+$5.3M

Top Sells

1
+$7.26M
2
+$5.11M
3
+$3.85M
4
MODG icon
Topgolf Callaway Brands
MODG
+$3.19M
5
COIN icon
Coinbase
COIN
+$2.85M

Sector Composition

1 Consumer Discretionary 19.01%
2 Technology 15.36%
3 Communication Services 6.05%
4 Real Estate 3.44%
5 Financials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$571K 0.05%
5,242
+1,016
152
$562K 0.05%
11,706
+2,206
153
$541K 0.04%
3,285
-317
154
$529K 0.04%
14,709
+1,692
155
$527K 0.04%
+62,613
156
$514K 0.04%
6,141
+1,754
157
$505K 0.04%
17,058
-4,378
158
$501K 0.04%
59,959
+29,579
159
$498K 0.04%
14,551
+5,172
160
$488K 0.04%
4,467
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161
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+3,035
162
$476K 0.04%
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163
$470K 0.04%
9,235
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164
$468K 0.04%
857
-7
165
$463K 0.04%
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166
$453K 0.04%
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167
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168
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169
$436K 0.04%
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170
$432K 0.04%
15,551
+2,490
171
$421K 0.03%
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172
$418K 0.03%
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173
$417K 0.03%
5,603
+2,666
174
$407K 0.03%
6,310
+2,555
175
$404K 0.03%
19,741
-2,650
5 6
7
8 9