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
$451M
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$6.3M
3
+$3.54M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.49M
5
IAU icon
iShares Gold Trust
IAU
+$2.29M

Top Sells

1
+$8.2M
2
+$5.42M
3
+$2.66M
4
TSLA icon
Tesla
TSLA
+$2.2M
5
NVDA icon
NVIDIA
NVDA
+$1.88M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 14.97%
3 Communication Services 9.62%
4 Real Estate 4.84%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.4M 7.4%
464,265
-30,585
2
$26.3M 5.83%
251,939
+4,128
3
$26.3M 5.82%
288,396
-11,172
4
$20.1M 4.45%
1,166,136
+144,393
5
$18.4M 4.08%
303,817
-135,201
6
$15.4M 3.4%
153,598
+7,303
7
$14.5M 3.22%
329,142
+80,244
8
$14M 3.11%
68,978
+3,570
9
$13.6M 3.01%
98,500
+7,920
10
$13.5M 2.99%
1,423,000
-197,920
11
$13.3M 2.95%
119,518
-23,847
12
$10.5M 2.33%
148,900
+1,660
13
$8.83M 1.95%
259,772
+67,456
14
$8.4M 1.86%
110,730
+10,854
15
$8.26M 1.83%
32,966
-164
16
$8.11M 1.8%
150,157
+11,219
17
$7.95M 1.76%
47,493
-983
18
$7.84M 1.74%
154,605
+139,088
19
$7.76M 1.72%
58,760
+4,642
20
$7.63M 1.69%
55,842
+13,039
21
$7.47M 1.65%
124,428
-2,232
22
$7.35M 1.63%
270,122
+6,174
23
$6.99M 1.55%
415,938
+374,788
24
$6.78M 1.5%
40,535
+8,322
25
$6.33M 1.4%
25,560
+751
1
2 3 4 5