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
$2.17B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$71.7M
2
+$14.8M
3
+$10.1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.83M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.91M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.7M
4
NVDA icon
NVIDIA
NVDA
+$7.83M
5
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$7.72M

Sector Composition

1 Technology 14.94%
2 Consumer Discretionary 7.35%
3 Communication Services 4.29%
4 Financials 1.51%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$414K 0.02%
10,146
+14
202
$413K 0.02%
2,305
+9
203
$404K 0.02%
6,489
+16
204
$390K 0.02%
10,489
+3,006
205
$390K 0.02%
23,451
+1,509
206
$388K 0.02%
3,376
+284
207
$387K 0.02%
7,700
208
$382K 0.02%
10,642
-3,868
209
$375K 0.02%
8,210
+94
210
$373K 0.02%
1,571
+137
211
$372K 0.02%
16,374
-1,299
212
$366K 0.02%
1,317
+11
213
$357K 0.02%
8,554
+3
214
$354K 0.02%
8,370
215
$352K 0.02%
8,227
-559
216
$348K 0.02%
1,762
+90
217
$342K 0.02%
3,870
-1,375
218
$342K 0.02%
5,284
+5
219
$330K 0.02%
1,960
220
$330K 0.02%
7,354
-494
221
$327K 0.02%
773
+79
222
$325K 0.02%
2,589
+632
223
$323K 0.01%
+1,608
224
$317K 0.01%
9,535
+1,400
225
$313K 0.01%
+11,243
7 8
9
10 11