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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
151
$1.08M 0.04%
3,852
+240
152
$1.07M 0.04%
9,330
-197
153
$1.06M 0.04%
7,285
+1,681
154
$1.05M 0.04%
4,542
+183
155
$1.03M 0.04%
5,570
+225
156
$1.01M 0.03%
2,868
+90
157
$1.01M 0.03%
10,092
-2,342
158
$1M 0.03%
8,898
+1,294
159
$996K 0.03%
4,642
+71
160
$996K 0.03%
8,378
+2
161
$958K 0.03%
23,020
+7,848
162
$948K 0.03%
30,763
+17,853
163
$940K 0.03%
1,969
+113
164
$937K 0.03%
7,435
-104
165
$916K 0.03%
15,290
+387
166
$914K 0.03%
5,885
+271
167
$912K 0.03%
+56,740
168
$885K 0.03%
4,379
+1,168
169
$861K 0.03%
5,603
-98
170
$841K 0.03%
26,348
+2,861
171
$831K 0.03%
+7,017
172
$816K 0.03%
+8,103
173
$803K 0.03%
31,214
+168
174
$795K 0.03%
340
+82
175
$773K 0.03%
10,517
+711
5 6
7
8 9