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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
$310M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$4.7M
3
+$2.8M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$2.35M
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$1.9M

Top Sells

1
+$5.65M
2
+$4.07M
3
+$3.63M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Sector Composition

1 Technology 13.47%
2 Communication Services 12.38%
3 Consumer Discretionary 8.18%
4 Industrials 5.17%
5 Financials 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 1.22%
73,180
+2,440
27
$3.48M 1.12%
66,902
+243
28
$3.25M 1.05%
118,027
+55,661
29
$3.23M 1.04%
53,923
+1,005
30
$3.21M 1.04%
328,391
+25,383
31
$3.09M 1%
13,552
+6,321
32
$2.98M 0.96%
112,359
+8,228
33
$2.73M 0.88%
39,789
+12,913
34
$2.67M 0.86%
59,610
+28,052
35
$2.5M 0.81%
73,294
+32,324
36
$2.34M 0.75%
91,799
+11,278
37
$2.07M 0.67%
21,887
+3,717
38
$1.95M 0.63%
32,409
-1,806
39
$1.86M 0.6%
25,760
+1,520
40
$1.84M 0.59%
11,473
+100
41
$1.73M 0.56%
29,896
-2,864
42
$1.72M 0.55%
174,440
+59,905
43
$1.46M 0.47%
11,600
+1,734
44
$1.44M 0.47%
144,200
-57,721
45
$1.4M 0.45%
9,198
-170
46
$1.38M 0.44%
10,137
-1,427
47
$1.36M 0.44%
53,018
-11,850
48
$1.29M 0.42%
12,710
-1,185
49
$1.16M 0.38%
4,422
-1,173
50
$1.11M 0.36%
108,022
+24,390
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