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
251
$320K 0.01%
1,295
+102
252
$316K 0.01%
3,132
253
$311K 0.01%
4,482
-194
254
$308K 0.01%
+879
255
$307K 0.01%
1,573
-45
256
$301K 0.01%
6,795
-3,370
257
$300K 0.01%
11,518
+1,297
258
$300K 0.01%
1,049
-21
259
$294K 0.01%
1,182
-160
260
$292K 0.01%
+2,651
261
$291K 0.01%
2,711
+99
262
$290K 0.01%
10,494
-3,021
263
$290K 0.01%
57,828
264
$287K 0.01%
6,754
-383
265
$284K 0.01%
2,086
+179
266
$282K 0.01%
1,289
+17
267
$282K 0.01%
534
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268
$281K 0.01%
6,942
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269
$280K 0.01%
9,658
+285
270
$276K 0.01%
+2,952
271
$272K 0.01%
2,828
+1
272
$270K 0.01%
1,772
+8
273
$264K 0.01%
1,193
+80
274
$263K 0.01%
1,437
-628
275
$261K 0.01%
+1,615
9 10
11
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