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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
101
$2.72M 0.09%
30,457
-4,243
102
$2.59M 0.09%
10,698
-805
103
$2.58M 0.09%
22,526
+101
104
$2.53M 0.09%
7,606
-381
105
$2.38M 0.08%
82,500
+8,326
106
$2.34M 0.08%
30,943
-1,427
107
$2.3M 0.08%
6,741
+318
108
$2.27M 0.08%
12,427
+163
109
$2.21M 0.08%
10,227
-46
110
$2.15M 0.07%
11,333
-430
111
$2.05M 0.07%
11,845
+576
112
$2.04M 0.07%
7,224
+557
113
$1.98M 0.07%
38,802
-21,752
114
$1.97M 0.07%
46,407
-13,567
115
$1.96M 0.07%
6,018
-948
116
$1.93M 0.07%
5,218
-74
117
$1.92M 0.07%
24,042
+168
118
$1.91M 0.07%
41,005
119
$1.83M 0.06%
24,453
+1,927
120
$1.81M 0.06%
7,110
+859
121
$1.78M 0.06%
5,586
-678
122
$1.71M 0.06%
33,845
-1,135
123
$1.69M 0.06%
+20,137
124
$1.58M 0.05%
44,691
+723
125
$1.58M 0.05%
8,471
-297
3 4
5
6 7