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
101
$2.48M 0.1%
11,503
+169
102
$2.44M 0.09%
4,883
-252
103
$2.36M 0.09%
22,425
-2,111
104
$2.28M 0.09%
6,423
+161
105
$2.25M 0.09%
32,370
-1,161
106
$2.15M 0.08%
54,000
107
$2.14M 0.08%
11,763
+371
108
$2.13M 0.08%
74,174
-808
109
$2.11M 0.08%
6,938
+367
110
$2.1M 0.08%
10,273
-378
111
$2.09M 0.08%
5,292
+428
112
$1.96M 0.08%
11,269
-29
113
$1.94M 0.08%
6,966
-88,151
114
$1.86M 0.07%
6,667
+61
115
$1.83M 0.07%
41,005
+500
116
$1.8M 0.07%
13,629
+11,242
117
$1.79M 0.07%
6,251
+427
118
$1.74M 0.07%
3,979
+12
119
$1.68M 0.06%
34,980
-80
120
$1.67M 0.06%
12,264
+171
121
$1.61M 0.06%
155,160
+65,541
122
$1.61M 0.06%
6,264
-1,338
123
$1.57M 0.06%
12,783
-9,068
124
$1.55M 0.06%
22,526
-420
125
$1.55M 0.06%
8,768
+449
3 4
5
6 7