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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
301
$225K 0.01%
+5,164
302
$223K 0.01%
+1,566
303
$222K 0.01%
831
304
$221K 0.01%
1,995
-1,497
305
$219K 0.01%
238
-53
306
$219K 0.01%
+2,859
307
$217K 0.01%
+5,125
308
$217K 0.01%
1,093
-115
309
$216K 0.01%
+656
310
$216K 0.01%
+577
311
$214K 0.01%
+392
312
$213K 0.01%
4,250
313
$213K 0.01%
1,597
-2
314
$210K 0.01%
7,570
-2,924
315
$208K 0.01%
8,562
+18
316
$208K 0.01%
5,914
+278
317
$208K 0.01%
+1,928
318
$207K 0.01%
2,780
-45
319
$205K 0.01%
3,602
-597
320
$204K 0.01%
+2,931
321
$203K 0.01%
+3,904
322
$202K 0.01%
47,828
-10,000
323
$193K 0.01%
13,500
324
$186K 0.01%
16,170
+183
325
$182K 0.01%
+20,500
10 11 12
13
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