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
$1.05B
AUM Growth
-$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.5M
3
+$14.1M
4
VICI icon
VICI Properties
VICI
+$12.5M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$11.9M

Top Sells

1
+$14.7M
2
+$11.9M
3
+$9.97M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$7.66M
5
ITB icon
iShares US Home Construction ETF
ITB
+$7.62M

Sector Composition

1 Consumer Discretionary 15.33%
2 Technology 12.86%
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
251
– –
-26,527
252
– –
-101,905
253
– –
-769
254
– –
-70,955
255
– –
-3,616
256
– –
-10,634
257
– –
-9,290
258
– –
-3,162
259
– –
-17,535
260
– –
-21,357
261
– –
-1,910
262
– –
-3,570
263
– –
-3,198
264
– –
-4,530
265
– –
-58,526
266
– –
-6,141
267
– –
-14,709
268
– –
-3,984
269
– –
-3,285
270
– –
-3,490
271
– –
-644
272
– –
-1,069
273
– –
-11,706
274
– –
-4,205
275
– –
-920
8 9 10
11
12