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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
1
$220M 7.54%
888,907
-28,651
2
$175M 6.01%
939,223
-14,848
3
$160M 5.48%
1,527,305
-51,151
4
$127M 4.36%
2,293,918
+197,320
5
$113M 3.88%
1,370,358
+241,033
6
$99.2M 3.41%
989,763
+139,045
7
$97.4M 3.34%
382,380
+4,517
8
$92.9M 3.19%
658,864
-41,220
9
$90.7M 3.11%
204,011
-19,035
10
$70.1M 2.41%
135,402
+786
11
$67.4M 2.31%
1,251,067
+177,671
12
$66.5M 2.28%
273,093
+7,791
13
$64M 2.2%
534,432
+14,678
14
$53.3M 1.83%
383,063
+61,605
15
$53.1M 1.82%
297,844
+38,305
16
$52M 1.78%
1,903,678
-11,876
17
$41.4M 1.42%
1,732,806
+512,910
18
$41.1M 1.41%
343,010
-580
19
$41M 1.41%
186,806
+5,892
20
$38.4M 1.32%
141,521
-14,817
21
$37.4M 1.29%
1,263,871
-77,032
22
$35.7M 1.22%
849,030
-12,640
23
$33.8M 1.16%
285,277
-53,216
24
$33.7M 1.16%
767,749
-78,134
25
$32.8M 1.13%
1,119,208
+453,499
1
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