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
$2.17B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$69.1M
2
+$13.9M
3
+$10M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.7M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.63M

Top Sells

1
+$17.9M
2
+$13.5M
3
+$13.1M
4
NVDA icon
NVIDIA
NVDA
+$7.61M
5
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$7.58M

Sector Composition

1 Technology 14.94%
2 Consumer Discretionary 7.35%
3 Communication Services 4.29%
4 Financials 1.51%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$207K 0.01%
+1,010
277
$203K 0.01%
+2,608
278
$200K 0.01%
990
+40
279
$185K 0.01%
+3,825
280
$161K 0.01%
16,000
281
$142K 0.01%
+936
282
$120K 0.01%
10,122
-1,999
283
$115K 0.01%
28,331
-4,857
284
$111K 0.01%
+1,527
285
$104K ﹤0.01%
+12,840
286
$27K ﹤0.01%
305
287
– –
-2,201
288
– –
-5,900
289
– –
-2,856
290
– –
-1,100
291
– –
-3,776
292
– –
-250
293
– –
-9,411
294
– –
-11,750
295
– –
-7,238
296
– –
-1,522
297
– –
-2,839
298
– –
-10,874
299
– –
-10,336
300
– –
-5,810
9 10 11
12
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