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
$1.27B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.72M
3
+$2.61M
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$2.12M
5
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$1.77M

Top Sells

1
+$4.29M
2
+$3.39M
3
+$2.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.74M
5
NVDA icon
NVIDIA
NVDA
+$2.64M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 12.5%
3 Communication Services 4.75%
4 Real Estate 2.06%
5 Financials 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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