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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
276
$289K 0.01%
3,620
+22
277
$287K 0.01%
2,943
+232
278
$284K 0.01%
1,827
+55
279
$280K 0.01%
574
+40
280
$279K 0.01%
5,692
+1,073
281
$275K 0.01%
816
-63
282
$270K 0.01%
+5,323
283
$265K 0.01%
1,316
+27
284
$265K 0.01%
1,862
+48
285
$265K 0.01%
6,024
-730
286
$261K 0.01%
934
+19
287
$260K 0.01%
4,424
+329
288
$260K 0.01%
+1,633
289
$253K 0.01%
5,825
290
$252K 0.01%
4,909
-200
291
$248K 0.01%
8,897
+568
292
$248K 0.01%
6,795
293
$245K 0.01%
3,190
+16
294
$245K 0.01%
+1,113
295
$231K 0.01%
+2,570
296
$230K 0.01%
1,196
+3
297
$229K 0.01%
15,621
+2,510
298
$229K 0.01%
+3,471
299
$228K 0.01%
2,412
+92
300
$225K 0.01%
2,856
10 11
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