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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
176
$770K 0.03%
14,933
+1,158
177
$759K 0.03%
6,845
+38
178
$736K 0.03%
14,647
+1,617
179
$725K 0.02%
27,950
180
$703K 0.02%
10,605
+1,984
181
$696K 0.02%
6,259
+3,608
182
$686K 0.02%
+21,786
183
$684K 0.02%
6,000
184
$677K 0.02%
1,851
+2
185
$663K 0.02%
10,166
+803
186
$654K 0.02%
1,348
-441
187
$654K 0.02%
1,149
+70
188
$648K 0.02%
9,835
+1,360
189
$648K 0.02%
7,730
+30
190
$645K 0.02%
6,332
+49
191
$634K 0.02%
2,812
+35
192
$626K 0.02%
3,195
-483
193
$625K 0.02%
3,100
+31
194
$623K 0.02%
653
+3
195
$616K 0.02%
1,805
+109
196
$610K 0.02%
6,130
-2,397
197
$605K 0.02%
17,845
-3,233
198
$604K 0.02%
3,380
-501
199
$589K 0.02%
11,340
200
$587K 0.02%
4,235
+48
6 7
8
9 10