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
1
$162M 7.28%
839,751
+29,093
2
$115M 5.15%
1,424,985
+41,204
3
$106M 4.75%
975,394
+1,008
4
$103M 4.62%
2,012,915
+147,713
5
$83.8M 3.77%
847,280
+81,359
6
$83.7M 3.76%
376,678
+11,386
7
$69.8M 3.14%
1,000,016
+171,605
8
$67.4M 3.03%
326,612
+11,211
9
$61.1M 2.75%
235,919
-26,433
10
$53.9M 2.42%
1,926,141
+17,554
11
$51.6M 2.32%
1,036,357
-16,565
12
$51.3M 2.31%
136,773
+94
13
$48.8M 2.19%
334,287
+16,720
14
$47.6M 2.14%
241,292
-3,243
15
$45.4M 2.04%
261,114
+10,170
16
$41.5M 1.86%
265,678
+12,136
17
$38.5M 1.73%
1,326,596
+126,502
18
$34.7M 1.56%
182,610
+5,160
19
$33.4M 1.5%
357,850
-10,010
20
$31.3M 1.41%
1,312,859
+82,555
21
$30.9M 1.39%
320,632
-8,021
22
$29.7M 1.33%
833,204
+5,213
23
$29.5M 1.33%
724,357
+49,395
24
$26.8M 1.21%
783,548
-20,015
25
$25.1M 1.13%
306,980
+24,493
1
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