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
$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
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
1
$155M 7.15%
773,368
+8,413
2
$121M 5.57%
996,537
-64,461
3
$109M 5.03%
1,319,267
+864,808
4
$93.4M 4.3%
1,767,302
+28,637
5
$86M 3.96%
368,983
+3,880
6
$73.5M 3.38%
725,693
+87,153
7
$71.9M 3.31%
274,931
-15,902
8
$69.6M 3.2%
308,277
-81,611
9
$57.9M 2.67%
134,593
+611
10
$55.9M 2.57%
770,126
+81,347
11
$53.4M 2.46%
1,896,378
-37,563
12
$48.5M 2.23%
314,631
-27,378
13
$47.8M 2.2%
238,456
-6,228
14
$45.5M 2.09%
1,003,906
+32,254
15
$40.4M 1.86%
238,752
-81,103
16
$39.7M 1.83%
237,633
+7,589
17
$33.6M 1.55%
1,118,303
+147,028
18
$31.8M 1.46%
170,800
+15,053
19
$30.1M 1.38%
130,420
+43,663
20
$29.2M 1.35%
1,166,001
+141,442
21
$29M 1.33%
636,230
+50,167
22
$28.6M 1.31%
316,047
+12,145
23
$28.3M 1.3%
777,258
-33,564
24
$27.1M 1.25%
777,784
-27,318
25
$26M 1.19%
36,602
-818
1
2 3 4 5