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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
251
$364K 0.01%
6,710
-331
252
$356K 0.01%
7,608
+2,525
253
$355K 0.01%
2,616
+500
254
$354K 0.01%
7,445
-110
255
$352K 0.01%
1,357
+175
256
$352K 0.01%
2,475
+8
257
$348K 0.01%
1,008
-504
258
$341K 0.01%
1,544
-65
259
$340K 0.01%
3,132
260
$336K 0.01%
1,050
+1
261
$334K 0.01%
4,183
-509
262
$331K 0.01%
1,283
+330
263
$329K 0.01%
11,633
+1,975
264
$321K 0.01%
1,652
+215
265
$318K 0.01%
497
+26
266
$317K 0.01%
+9,430
267
$312K 0.01%
+3,583
268
$309K 0.01%
7,225
+283
269
$309K 0.01%
1,510
+402
270
$304K 0.01%
1,326
+31
271
$302K 0.01%
3,013
-985
272
$298K 0.01%
2,228
+142
273
$297K 0.01%
2,845
+17
274
$296K 0.01%
1,530
-25
275
$293K 0.01%
1,805
-6
9 10
11
12 13