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
201
$312K 0.03%
3,085
-5,615
202
$310K 0.03%
1,287
-112
203
$303K 0.02%
5,442
-398
204
$302K 0.02%
616
+8
205
$300K 0.02%
6,519
+1,530
206
$291K 0.02%
+841
207
$290K 0.02%
4,683
+1,118
208
$289K 0.02%
7,856
-138,952
209
$288K 0.02%
7,458
-1,614
210
$286K 0.02%
7,199
+1,406
211
$281K 0.02%
2,265
-309
212
$281K 0.02%
4,546
213
$278K 0.02%
1,665
-14
214
$276K 0.02%
1,480
-196
215
$276K 0.02%
3,342
-537
216
$275K 0.02%
3,984
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217
$273K 0.02%
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218
$264K 0.02%
2,064
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219
$263K 0.02%
15,589
+1,268
220
$262K 0.02%
1,177
-189
221
$259K 0.02%
3,570
222
$257K 0.02%
11,748
-1,744
223
$256K 0.02%
18,671
+830
224
$254K 0.02%
1,310
-148
225
$251K 0.02%
6,724
-603
7 8
9
10 11