GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
-$83.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$3.94M
3
+$2.3M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.77M

Top Sells

1
+$12.8M
2
+$6.66M
3
+$5.16M
4
META icon
Meta Platforms (Facebook)
META
+$3.53M
5
TRUP icon
Trupanion
TRUP
+$2.87M

Sector Composition

1 Technology 15.47%
2 Communication Services 13.34%
3 Consumer Discretionary 9.89%
4 Real Estate 3.2%
5 Industrials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 5.94%
154,216
+3,673
2
$16.4M 5.76%
347,440
-141,155
3
$15.9M 5.6%
257,187
+3,560
4
$15.3M 5.36%
387,004
+19,648
5
$13.8M 4.84%
154,297
-6,526
6
$13.4M 4.72%
605,400
-20,190
7
$10.8M 3.8%
111,980
-5,758
8
$9.01M 3.17%
104,282
-1,242
9
$7.45M 2.62%
143,780
+15,900
10
$7.14M 2.51%
103,085
+4,690
11
$7.11M 2.5%
129,347
-231,821
12
$7.11M 2.5%
152,675
+15,296
13
$6.69M 2.35%
38,962
+1,468
14
$6.48M 2.28%
1,940,680
+314,240
15
$6.44M 2.26%
63,377
+38,775
16
$6.23M 2.19%
133,214
-110,317
17
$6.03M 2.12%
138,684
+19,820
18
$5.63M 1.98%
56,868
-323
19
$5.53M 1.95%
73,680
+30,620
20
$5.5M 1.93%
104,923
+94,448
21
$4.64M 1.63%
194,633
-23,728
22
$4.55M 1.6%
172,254
+10,871
23
$4.24M 1.49%
53,750
+845
24
$4.18M 1.47%
17,058
-2,075
25
$4.17M 1.47%
15,572
-249
1
2 3 4 5