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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
126
$1.57M 0.05%
10,767
+663
127
$1.56M 0.05%
35,744
+4,934
128
$1.56M 0.05%
44,960
+20,715
129
$1.53M 0.05%
10,612
-686
130
$1.44M 0.05%
5,117
+3,197
131
$1.43M 0.05%
4,294
+179
132
$1.42M 0.05%
10,014
-2,769
133
$1.41M 0.05%
11,647
+86
134
$1.4M 0.05%
2,810
-128
135
$1.4M 0.05%
43,327
+24,902
136
$1.38M 0.05%
52,600
+41,082
137
$1.38M 0.05%
6,440
+7
138
$1.38M 0.05%
14,257
+782
139
$1.37M 0.05%
36,714
-17,286
140
$1.37M 0.05%
1,410
+159
141
$1.27M 0.04%
7,644
-111
142
$1.26M 0.04%
7,533
+236
143
$1.26M 0.04%
5,306
+1,218
144
$1.24M 0.04%
9,171
-537
145
$1.19M 0.04%
8,181
-504
146
$1.19M 0.04%
7,343
+1,415
147
$1.13M 0.04%
2,533
+16
148
$1.13M 0.04%
12,056
+232
149
$1.12M 0.04%
2,448
+161
150
$1.08M 0.04%
15,010
-2,000
4 5
6
7 8