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
$1.47B
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$10M
3
+$6.72M
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$6.62M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.47M

Top Sells

1
+$11.4M
2
+$8.54M
3
+$3.36M
4
ATVI
Activision Blizzard
ATVI
+$3.11M
5
TSLA icon
Tesla
TSLA
+$2.91M

Sector Composition

1 Technology 13.41%
2 Consumer Discretionary 11.44%
3 Communication Services 4.43%
4 Financials 1.46%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17.4K ﹤0.01%
13,555
252
$15.4K ﹤0.01%
10,874
253
$15K ﹤0.01%
11,750
254
$5.39K ﹤0.01%
24
255
$4.55K ﹤0.01%
+34
256
– –
-7,008
257
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-8,000
258
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-6,285
259
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-12,037
260
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-39,507
261
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-500
262
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-529
263
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-10,584
264
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-626
265
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-2,534
266
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-41,463
267
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-36,920
268
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-2,220
269
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-4,239
270
– –
-4,530
7 8 9 10
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