GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.59B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$15.9M
3
+$13.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.55M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$9.44M

Top Sells

1
+$20.4M
2
+$5.33M
3
+$3.88M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.57M
5
NVO icon
Novo Nordisk
NVO
+$3.52M

Sector Composition

1 Technology 14.17%
2 Consumer Discretionary 5.47%
3 Communication Services 5.24%
4 Financials 1.66%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$396K 0.02%
16,207
-24,166
227
$389K 0.02%
9,087
+698
228
$378K 0.01%
5,045
+816
229
$376K 0.01%
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230
$375K 0.01%
2,407
-2,571
231
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1,609
+106
232
$366K 0.01%
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233
$365K 0.01%
1,555
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234
$364K 0.01%
865
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235
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+4,692
236
$362K 0.01%
16,107
-3,609
237
$359K 0.01%
3,417
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238
$359K 0.01%
1,229
+360
239
$348K 0.01%
7,041
+1,024
240
$347K 0.01%
2,601
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330
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15,044
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244
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245
$332K 0.01%
3,978
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246
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1,811
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247
$328K 0.01%
2,467
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248
$327K 0.01%
3,598
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249
$321K 0.01%
7,420
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250
$321K 0.01%
7,878
+104
8 9
10
11 12