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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
76
$5.43M 0.19%
125,429
+20,142
77
$5.22M 0.18%
12,370
+572
78
$5.08M 0.17%
50,621
+2,216
79
$4.87M 0.17%
62,165
-18,226
80
$4.77M 0.16%
5,148
+255
81
$4.65M 0.16%
6,483
+268
82
$4.43M 0.15%
68,199
+11,220
83
$4.42M 0.15%
39,923
-6,805
84
$4.38M 0.15%
130,617
-5,748
85
$4.36M 0.15%
42,338
+853
86
$4.35M 0.15%
125,524
-45,839
87
$4.29M 0.15%
33,860
+1,015
88
$4.19M 0.14%
44,854
+16,170
89
$3.95M 0.14%
8,057
+2,091
90
$3.7M 0.13%
106,489
+15,162
91
$3.61M 0.12%
73,093
+15,683
92
$3.46M 0.12%
16,992
+970
93
$3.39M 0.12%
16,198
-700
94
$3.22M 0.11%
46,137
-208,035
95
$2.98M 0.1%
153,416
+7,308
96
$2.98M 0.1%
4,884
+1
97
$2.85M 0.1%
49,942
+27,251
98
$2.83M 0.1%
189,841
-102,409
99
$2.76M 0.09%
223,301
+68,141
100
$2.76M 0.09%
7,763
+825
2 3
4
5 6