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
201
$507K 0.02%
6,398
-662
202
$495K 0.02%
1,696
-620
203
$493K 0.02%
3,480
+169
204
$490K 0.02%
3,069
-71
205
$490K 0.02%
650
+41
206
$487K 0.02%
20,087
-1,536
207
$480K 0.02%
21,711
+4,097
208
$475K 0.02%
1,698
+597
209
$474K 0.02%
+1,662
210
$472K 0.02%
1,512
+254
211
$470K 0.02%
14,617
212
$464K 0.02%
1,146
-720
213
$459K 0.02%
3,006
-358
214
$459K 0.02%
2,190
-122
215
$455K 0.02%
11,184
+12
216
$452K 0.02%
638
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217
$444K 0.02%
1,871
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218
$443K 0.02%
7,700
219
$440K 0.02%
3,881
+1,566
220
$439K 0.02%
6,544
+18
221
$415K 0.02%
26,215
-1,743
222
$412K 0.02%
15,438
+45
223
$409K 0.02%
2,094
+461
224
$401K 0.02%
1,556
+117
225
$400K 0.02%
3,998
-2,910
7 8
9
10 11