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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
201
$584K 0.02%
3,754
+274
202
$583K 0.02%
4,178
-479
203
$576K 0.02%
1,914
+358
204
$575K 0.02%
3,099
+93
205
$569K 0.02%
24,443
+2,732
206
$554K 0.02%
6,547
-42
207
$537K 0.02%
2,636
+1,374
208
$533K 0.02%
669
+31
209
$510K 0.02%
19,380
+3,173
210
$506K 0.02%
+2,100
211
$503K 0.02%
5,998
-400
212
$497K 0.02%
19,502
-585
213
$497K 0.02%
6,764
-28
214
$494K 0.02%
1,626
+397
215
$492K 0.02%
+41,175
216
$492K 0.02%
1,933
+62
217
$486K 0.02%
2,253
+63
218
$485K 0.02%
3,456
-1,063
219
$483K 0.02%
5,537
+1,559
220
$483K 0.02%
22,396
-12,130
221
$477K 0.02%
14,617
222
$476K 0.02%
8,585
-4,809
223
$468K 0.02%
6,464
-80
224
$464K 0.02%
2,245
+151
225
$460K 0.02%
7,665
-1,133
7 8
9
10 11