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
$721M
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$20.6M
3
+$14.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.5M
5
IBB icon
iShares Biotechnology ETF
IBB
+$12.3M

Top Sells

1
+$2.26M
2
+$1.67M
3
+$1.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.31M
5
TSLA icon
Tesla
TSLA
+$1.06M

Sector Composition

1 Consumer Discretionary 22.9%
2 Technology 15.93%
3 Communication Services 7.91%
4 Real Estate 4%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-3,799
177
– –
-1,497
178
– –
-3,392
179
– –
-2,239
180
– –
-177,078
4 5 6 7
8