GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.86B
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.59B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$15.9M
3
+$13.2M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$9.55M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$9.44M

Top Sells

1
+$20.4M
2
+$5.33M
3
+$3.88M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$3.57M
5
NVO icon
Novo Nordisk
NVO
+$3.52M

Sector Composition

1 Technology 14.17%
2 Consumer Discretionary 5.47%
3 Communication Services 5.24%
4 Financials 1.66%
5 Industrials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.4M 0.44%
41,362
+750
52
$11.2M 0.43%
499,706
+36,652
53
$11M 0.43%
73,739
-398
54
$9.86M 0.38%
385,344
-20,049
55
$9.61M 0.37%
19,780
+1,281
56
$8.96M 0.35%
50,843
+3,393
57
$8.6M 0.33%
188,962
+3,305
58
$7.96M 0.31%
127,716
+11,793
59
$7.95M 0.31%
18,733
+17,560
60
$7.85M 0.3%
+115,875
61
$7.6M 0.29%
14,364
+2,439
62
$7.45M 0.29%
71,302
+6,743
63
$7.42M 0.29%
97,105
-5,000
64
$7.42M 0.29%
232,156
-2,383
65
$7.38M 0.29%
9,472
+1,727
66
$7.12M 0.28%
23,420
+144
67
$6.68M 0.26%
180,809
+9,130
68
$6.67M 0.26%
217,404
-50,126
69
$6.06M 0.23%
292,250
+33,336
70
$5.89M 0.23%
171,363
-167,959
71
$5.84M 0.23%
80,391
-3,062
72
$5.35M 0.21%
9,426
+404
73
$5.35M 0.21%
57,370
-2,032
74
$5.35M 0.21%
167,258
+650
75
$5.16M 0.2%
17,801
+1,482
1 2
3
4 5