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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
326
$164K 0.01%
10,271
+127
327
$160K 0.01%
16,702
+1,268
328
$152K 0.01%
16,000
329
$130K ﹤0.01%
+10,000
330
$109K ﹤0.01%
13,270
+111
331
$32.6K ﹤0.01%
1,686
332
– –
-520
333
– –
-14,865
334
– –
-262
335
– –
-13,681
336
– –
-3,697
337
– –
-2,407
338
– –
-13,629
339
– –
-4,028
340
– –
-6,382
341
– –
-403
342
– –
-69,148
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