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
$2.23B
AUM Growth
-$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$8.05M
3
+$7.54M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.62M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.26M

Top Sells

1
+$6.85M
2
+$4.16M
3
+$3.26M
4
LEN icon
Lennar Class A
LEN
+$2.84M
5
HCP
HashiCorp, Inc. Class A Common Stock
HCP
+$1.27M

Sector Composition

1 Technology 13.24%
2 Consumer Discretionary 5.88%
3 Communication Services 4.85%
4 Financials 1.72%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$443K 0.02%
19,716
-16,700
202
$438K 0.02%
3,589
+209
203
$430K 0.02%
7,965
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204
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27,950
205
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5,200
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206
$424K 0.02%
1,173
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207
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4,153
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208
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15,393
-1,707
209
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1,854
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210
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211
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6,526
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212
$394K 0.02%
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213
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-246
214
$382K 0.02%
609
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215
$379K 0.02%
17,070
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216
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217
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218
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219
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220
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221
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8,626
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222
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2,065
+3
223
$351K 0.02%
1,583
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224
$348K 0.02%
17,614
+2,806
225
$348K 0.02%
1,503
+10
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10 11