GKWIM
Gerber Kawasaki Wealth & Investment Management Portfolio holdings
AUM
$2.86B
1-Year Est. Return
20.56%
This Fund
S&P 500
1 Year Est. Return
+20.56%
AUM
$2.91B
AUM Growth
+$327M
(+13%)
Holding
342
Top Buys
| 1 | +$23.4M | |
| 2 | +$19.2M | |
| 3 | +$13.8M | |
| 4 |
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$13.3M |
| 5 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$12.1M |
Top Sells
| 1 | +$21.5M | |
| 2 | +$14.1M | |
| 3 | +$6.75M | |
| 4 |
Tesla
TSLA
|
+$6.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
326
Nu Holdings
NU
$72.4B
| $164K | 0.01% |
10,271
+127
|
|
||
327
Archer Aviation
ACHR
$5.01B
| $160K | 0.01% |
16,702
+1,268
|
|
||
328
BlackRock Corporate High Yield Fund
HYT
$1.43B
| $152K | 0.01% |
16,000
|
|
||
|
NXC
329
DELISTED
Nuveen CA Select Tax-Free Income Portfolio
NXC
| $130K | ﹤0.01% |
+10,000
|
|
||
330
Nuveen Preferred & Income Opportunities Fund
JPC
$2.92B
| $109K | ﹤0.01% |
13,270
+111
|
|
||
|
HPP
331
Hudson Pacific Properties
HPP
$412M
| $32.6K | ﹤0.01% |
1,686
|
|
||
332
Airbnb
ABNB
$80.3B
| – | – |
-13,629
|
|
||
333
Moody's
MCO
$83B
| – | – |
-403
|
|
||
334
Ocugen
OCGN
$609M
| – | – |
-69,148
|
|
||
335
Senseonics Holdings Inc
SENS
$290M
| – | – |
-520
|
|
||
336
Intuit
INTU
$122B
| – | – |
-262
|
|
||
337
iShares US Healthcare ETF
IYH
$3.31B
| – | – |
-4,028
|
|
||
338
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
| – | – |
-6,382
|
|
||
339
Snap
SNAP
$8.88B
| – | – |
-13,681
|
|
||
340
Vanguard Short-Term Treasury ETF
VGSH
$27.1B
| – | – |
-3,697
|
|
||
341
Invesco Senior Income Trust
VVR
$474M
| – | – |
-14,865
|
|
||
342
Zoetis
ZTS
$53.7B
| – | – |
-2,407
|
|