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GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $3.14B
1-Year Est. Return 22.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.91B
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$19.2M
3
+$13.8M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$13.3M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$12.1M

Top Sells

1
+$21.5M
2
+$14.1M
3
+$6.75M
4
TSLA icon
Tesla
TSLA
+$6.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.92M

Sector Composition

1 Technology 14.72%
2 Consumer Discretionary 5.52%
3 Communication Services 5.37%
4 Financials 1.53%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$459K 0.02%
1,419
+5
227
$456K 0.02%
11,197
+13
228
$446K 0.02%
2,425
-93
229
$435K 0.01%
3,143
-274
230
$434K 0.01%
372
+42
231
$430K 0.01%
1,398
-264
232
$430K 0.01%
3,037
+1,422
233
$427K 0.01%
26,307
+92
234
$424K 0.01%
3,030
-1,697
235
$423K 0.01%
871
-920
236
$423K 0.01%
15,484
+46
237
$421K 0.01%
9,127
+40
238
$416K 0.01%
5,160
+115
239
$413K 0.01%
2,881
-71
240
$398K 0.01%
3,564
-38
241
$398K 0.01%
5,812
+1,330
242
$397K 0.01%
9,039
+1,619
243
$394K 0.01%
1,887
+314
244
$389K 0.01%
8,704
+38
245
$387K 0.01%
17,238
+2,194
246
$380K 0.01%
2,694
+93
247
$372K 0.01%
1,155
+9
248
$370K 0.01%
810
-55
249
$369K 0.01%
16,230
+123
250
$368K 0.01%
8,353
+475
8 9
10
11 12