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
176
$652K 0.03%
13,775
-507
177
$645K 0.02%
6,000
+800
178
$644K 0.02%
6,283
+63
179
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+15,172
180
$642K 0.02%
4,727
-256
181
$638K 0.02%
13,030
-325
182
$637K 0.02%
+3,678
183
$628K 0.02%
1,849
+324
184
$621K 0.02%
2,777
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185
$610K 0.02%
8,621
-698
186
$606K 0.02%
1,079
+47
187
$604K 0.02%
6,589
-126
188
$600K 0.02%
+18,425
189
$597K 0.02%
4,519
+744
190
$596K 0.02%
4,657
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191
$584K 0.02%
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9,363
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193
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194
$556K 0.02%
11,340
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195
$550K 0.02%
1,414
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196
$526K 0.02%
8,798
-8,908
197
$523K 0.02%
2,518
-11
198
$511K 0.02%
+3,492
199
$509K 0.02%
8,475
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200
$508K 0.02%
4,187
+35
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8
9 10