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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
26
$32.7M 1.12%
443,973
+328,098
27
$32.5M 1.11%
331,428
+124,977
28
$30.3M 1.04%
597,737
+57,755
29
$29.2M 1%
373,147
+58,113
30
$28M 0.96%
41,777
-40
31
$27M 0.92%
114,711
-3,018
32
$25.4M 0.87%
443,919
+23,454
33
$24.1M 0.83%
920,489
+13,539
34
$21.7M 0.75%
140,838
+4,737
35
$20.9M 0.72%
495,903
+62,426
36
$19.9M 0.68%
411,727
+14,688
37
$19M 0.65%
25,834
+3,707
38
$18.3M 0.63%
100,993
+21,236
39
$18.2M 0.62%
64,550
-834
40
$17M 0.58%
28,287
-254
41
$16.8M 0.58%
25,151
-27
42
$15.6M 0.54%
677,032
+177,326
43
$15.2M 0.52%
37,564
+19
44
$14.5M 0.5%
43,934
+2,572
45
$14.4M 0.5%
137,633
+11,857
46
$14.4M 0.49%
412,244
+25,571
47
$13.2M 0.45%
276,250
+8,737
48
$13M 0.45%
399,150
+4,963
49
$12.7M 0.44%
74,564
+825
50
$12.7M 0.44%
52,367
+1,524
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