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
$1.85B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$15.9M
3
+$9.8M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$9.32M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.32M

Top Sells

1
+$33.6M
2
+$16.1M
3
+$11.9M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
TSLA icon
Tesla
TSLA
+$8.97M

Sector Composition

1 Technology 15.23%
2 Consumer Discretionary 8.05%
3 Communication Services 4.73%
4 Financials 1.62%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$104K 0.01%
+578
277
$99.9K 0.01%
13,899
-1,056
278
$75K ﹤0.01%
13,587
+446
279
$74.9K ﹤0.01%
15,040
-4,000
280
$40.5K ﹤0.01%
+116
281
$33.8K ﹤0.01%
13,555
282
$15.8K ﹤0.01%
10,874
283
$11.6K ﹤0.01%
250
284
$6.27K ﹤0.01%
+10,014
285
– –
-11,750
286
– –
-4,375
287
– –
-3,847
288
– –
-458
289
– –
-3,000
290
– –
-5,285
291
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-8,152
292
– –
-8,000
293
– –
-42,610
294
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-42,245
295
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-11,876
296
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-11,100
297
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-4,818
298
– –
-11,157
299
– –
-3,776
300
– –
-5,507
9 10 11
12
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