GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.91B
1-Year Est. Return 23.55%
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.6M
3
+$13M
4
VICI icon
VICI Properties
VICI
+$12.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$10.4M

Top Sells

1
+$14.1M
2
+$11.9M
3
+$10.3M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$7.75M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$7.47M

Sector Composition

1 Consumer Discretionary 15.33%
2 Technology 12.89%
3 Communication Services 5.75%
4 Real Estate 3.33%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$205K 0.02%
18,461
+2,872
227
$205K 0.02%
610
228
$205K 0.02%
+2,509
229
$202K 0.02%
+1,724
230
$200K 0.02%
1,456
+615
231
$200K 0.02%
2,386
-699
232
$189K 0.02%
2,626
-1,673
233
$189K 0.02%
+20,850
234
$138K 0.01%
+11,588
235
$123K 0.01%
+10,624
236
$112K 0.01%
+10,500
237
$91K 0.01%
+13,075
238
$87K 0.01%
16,690
-6,242
239
$78K 0.01%
+14,807
240
$45K ﹤0.01%
+10,584
241
$27K ﹤0.01%
+33
242
– –
-2,903
243
– –
-1,710
244
– –
-11,748
245
– –
-6,724
246
– –
-3,241
247
– –
-2,487
248
– –
-3,225
249
– –
-26,527
250
– –
-101,905
8 9
10
11 12