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
$2.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$7.76M
3
+$5.57M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.21M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$4.05M

Top Sells

1
+$19.3M
2
+$5.99M
3
+$4.4M
4
LPLA icon
LPL Financial
LPLA
+$4.34M
5
TSLA icon
Tesla
TSLA
+$4.05M

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 8.26%
3 Communication Services 4.91%
4 Financials 1.55%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$185K 0.01%
+18,924
277
$176K 0.01%
1,103
+167
278
$159K 0.01%
+1,595
279
$157K 0.01%
16,000
280
$113K ﹤0.01%
+4,990
281
$55.7K ﹤0.01%
+69,148
282
$55.4K ﹤0.01%
14,014
-14,317
283
$14.2K ﹤0.01%
+11,750
284
– –
-990
285
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-312
286
– –
-12,840
287
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-81,937
288
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289
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-9,535
290
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291
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292
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293
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294
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295
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296
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-8,410
299
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-262
9 10 11
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