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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
$2.23B
AUM Growth
-$73.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
309
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$7.95M
3
+$7.66M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$6.09M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.25M

Top Sells

1
+$8.81M
2
+$4.82M
3
+$3.7M
4
LEN icon
Lennar Class A
LEN
+$3.09M
5
NVO
Novo Nordisk
NVO
+$1.5M

Sector Composition

1 Technology 13.24%
2 Consumer Discretionary 5.88%
3 Communication Services 4.85%
4 Financials 1.72%
5 Healthcare 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-1,103
302
– –
-4,446
303
– –
-3,141
304
– –
-69,148
305
– –
-7,755
306
– –
-2,591
307
– –
-37,234
308
– –
-4,990
309
– –
-759
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