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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
51
$11.5M 0.39%
120,927
-589
52
$11M 0.38%
95,733
-5,110
53
$10.8M 0.37%
180,567
-2,632
54
$10.1M 0.35%
20,114
+334
55
$10M 0.34%
386,754
+1,410
56
$9.62M 0.33%
193,075
+4,113
57
$9.6M 0.33%
131,921
+4,205
58
$9.52M 0.33%
15,482
+1,118
59
$9.4M 0.32%
80,256
+5,324
60
$8.45M 0.29%
92,535
+24,430
61
$8.05M 0.28%
75,549
+4,247
62
$7.98M 0.27%
233,680
+1,524
63
$7.85M 0.27%
23,923
+503
64
$7.47M 0.26%
9,795
+323
65
$7.42M 0.25%
187,703
+6,894
66
$7.24M 0.25%
156,339
-479,423
67
$7.07M 0.24%
95,073
-2,032
68
$6.88M 0.24%
217,487
+83
69
$6.68M 0.23%
10,912
+1,486
70
$6.48M 0.22%
20,528
+2,727
71
$6.33M 0.22%
42,565
+481
72
$6.2M 0.21%
164,010
+43,577
73
$6.09M 0.21%
170,184
+2,926
74
$5.7M 0.2%
58,185
+815
75
$5.45M 0.19%
50,786
-948
1 2
3
4 5