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
26
$11.9M 1.13%
431,761
-511,112
27
$11.3M 1.07%
41,267
-11,213
28
$10.1M 0.96%
249,461
+9,625
29
$9.8M 0.93%
514,499
+497,787
30
$9.65M 0.92%
+432,206
31
$9.23M 0.88%
159,868
+155,322
32
$9.12M 0.86%
374,802
+136,564
33
$9.04M 0.86%
69,043
+60,334
34
$8.79M 0.83%
31,370
-16,848
35
$8.71M 0.83%
193,340
-54,971
36
$8.39M 0.8%
96,112
+4,759
37
$7.97M 0.76%
111,587
-143,979
38
$7.73M 0.73%
45,933
-139
39
$7.23M 0.69%
413,620
+80,560
40
$7.08M 0.67%
433,859
-18,154
41
$6.71M 0.64%
61,092
+4,759
42
$6.25M 0.59%
306,246
+40,952
43
$6.05M 0.57%
20,218
+8,112
44
$5.95M 0.56%
15,684
+3,676
45
$5.55M 0.53%
161,779
+153,923
46
$5.49M 0.52%
46,671
+515
47
$5.24M 0.5%
177,297
+176,076
48
$5.15M 0.49%
+71,307
49
$5M 0.47%
95,409
+26,472
50
$4.48M 0.43%
42,165
+11,529
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