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
$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
1
$138M 11.28%
384,846
+15,594
2
$61.6M 5.02%
352,495
+6,523
3
$50.9M 4.15%
1,863,930
+105,150
4
$50.4M 4.11%
1,916,976
+225,759
5
$49.1M 4%
308,729
+9,819
6
$41.4M 3.38%
538,076
+28,952
7
$36.3M 2.96%
117,623
+10,737
8
$32.6M 2.65%
218,520
+12,240
9
$30.6M 2.49%
394,029
-14,002
10
$29.2M 2.38%
213,366
+13,127
11
$28.7M 2.34%
942,873
-11,442
12
$27.1M 2.21%
445,138
+4,982
13
$26.9M 2.2%
165,060
+120
14
$26.7M 2.18%
635,704
+53,899
15
$25.9M 2.12%
185,700
+13,880
16
$25M 2.04%
+266,943
17
$21.9M 1.79%
159,860
+20,278
18
$21.5M 1.75%
362,323
-28,421
19
$19.3M 1.57%
255,566
+57,727
20
$18.8M 1.53%
272,703
+23,021
21
$17.5M 1.43%
48,218
+3,123
22
$15.7M 1.28%
52,480
+4,256
23
$15M 1.22%
117,830
+22,021
24
$14.1M 1.15%
367,468
+182,259
25
$14M 1.14%
164,986
-3,273
1
2 3 4 5