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
126
$1.54M 0.06%
43,968
-10,429
127
$1.43M 0.06%
11,298
-9,191
128
$1.41M 0.05%
6,433
+35
129
$1.37M 0.05%
2,517
-52
130
$1.36M 0.05%
2,938
-77
131
$1.32M 0.05%
17,010
-11,553
132
$1.31M 0.05%
4,115
+846
133
$1.29M 0.05%
13,475
+3,452
134
$1.27M 0.05%
11,561
+1,518
135
$1.26M 0.05%
22,691
+2,528
136
$1.26M 0.05%
30,810
+3,294
137
$1.24M 0.05%
7,755
-13,516
138
$1.23M 0.05%
9,708
+580
139
$1.18M 0.05%
8,685
+439
140
$1.16M 0.05%
2,287
-160
141
$1.11M 0.04%
4,088
+388
142
$1.1M 0.04%
5,345
+1,820
143
$1.07M 0.04%
2,778
144
$1.07M 0.04%
7,297
+174
145
$1.04M 0.04%
9,527
-157
146
$1.03M 0.04%
10,104
+2,884
147
$1.03M 0.04%
12,434
+995
148
$1M 0.04%
1,251
-1,575
149
$980K 0.04%
1,478
-147
150
$924K 0.04%
13,394
-51,699
4 5
6
7 8