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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
$334M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.79M
3
+$1.98M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.9M
5
SEDG icon
SolarEdge
SEDG
+$1.8M

Top Sells

1
+$3.49M
2
+$2.07M
3
+$1.99M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.29M

Sector Composition

1 Technology 15.51%
2 Communication Services 13.28%
3 Consumer Discretionary 8.49%
4 Industrials 3.74%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$127K 0.04%
12,100
102
$35K 0.01%
10,000
103
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-2,912
104
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-5,770
105
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-9,680
106
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-12,249
107
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-2,394
108
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-3,784
109
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-4,880
110
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-12,710
111
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-4,650
112
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-4,422
113
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-5,645
114
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-1,985
115
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-14,737
116
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-10,137
117
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-7,403
118
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-2,784
119
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-13,710
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-3,925
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-21,887
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-5,695
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