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
276
$261K 0.01%
5,109
-155
277
$253K 0.01%
831
+61
278
$253K 0.01%
+471
279
$246K 0.01%
+5,825
280
$245K 0.01%
1,262
-105
281
$245K 0.01%
915
-155
282
$244K 0.01%
+1,814
283
$239K 0.01%
+1,208
284
$235K 0.01%
+2,116
285
$232K 0.01%
+4,095
286
$231K 0.01%
+953
287
$228K 0.01%
4,028
-140
288
$222K 0.01%
3,174
+158
289
$217K 0.01%
3,697
+32
290
$217K 0.01%
5,083
-286
291
$213K 0.01%
+291
292
$211K 0.01%
+2,856
293
$211K 0.01%
+4,199
294
$211K 0.01%
+8,329
295
$209K 0.01%
+5,636
296
$208K 0.01%
2,320
+25
297
$208K 0.01%
2,825
-697
298
$207K 0.01%
8,544
-551
299
$207K 0.01%
+262
300
$205K 0.01%
+13,500
10 11
12
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