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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
$2.59B
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
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
76
$5.16M 0.2%
11,798
+753
77
$5.15M 0.2%
6,215
+748
78
$4.86M 0.19%
48,405
+20,074
79
$4.85M 0.19%
42,084
+27,836
80
$4.84M 0.19%
4,893
+822
81
$4.82M 0.19%
51,734
-11,152
82
$4.67M 0.18%
136,365
+14,622
83
$4.61M 0.18%
46,728
+1,585
84
$4.54M 0.18%
105,287
+47,268
85
$4.52M 0.17%
120,433
+12,799
86
$4.06M 0.16%
41,485
+3,272
87
$3.97M 0.15%
32,845
+3,012
88
$3.49M 0.13%
56,979
+1,848
89
$3.28M 0.13%
16,022
+364
90
$3.19M 0.12%
16,898
+51
91
$3.16M 0.12%
68,105
+18,948
92
$3.12M 0.12%
59,974
-5,336
93
$3.09M 0.12%
60,554
-1,600
94
$3.06M 0.12%
34,700
-4,738
95
$3.05M 0.12%
91,327
+17,137
96
$3.04M 0.12%
5,966
+1,517
97
$3M 0.12%
7,987
-1
98
$2.75M 0.11%
146,108
+21,335
99
$2.56M 0.1%
28,684
+19,456
100
$2.51M 0.1%
57,410
+35,659
2 3
4
5 6