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
176
$399K 0.03%
2,815
+568
177
$389K 0.03%
7,035
-7
178
$383K 0.03%
3,875
+1,038
179
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17,535
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180
$369K 0.03%
3,198
-11,473
181
$359K 0.03%
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182
$357K 0.03%
4,299
-4,895
183
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1,308
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184
$356K 0.03%
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-3
185
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186
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187
$348K 0.03%
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188
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189
$344K 0.03%
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190
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192
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193
$335K 0.03%
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194
$334K 0.03%
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195
$333K 0.03%
11,482
-13,958
196
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197
$327K 0.03%
5,700
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198
$318K 0.03%
17,024
199
$316K 0.03%
25,000
200
$315K 0.03%
29,250
6 7
8
9 10