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
51
$4.4M 0.42%
+499,877
52
$4.23M 0.4%
8,833
+2,473
53
$4.05M 0.38%
108,376
+100,918
54
$4.04M 0.38%
85,618
+81,308
55
$4.02M 0.38%
23,375
-459
56
$4M 0.38%
34,021
-11,398
57
$3.91M 0.37%
112,413
+78,631
58
$3.9M 0.37%
7,178
-167
59
$3.8M 0.36%
166,862
-21,932
60
$3.77M 0.36%
130,565
+116,014
61
$3.62M 0.34%
169,988
+36,817
62
$3.62M 0.34%
35,394
+3,113
63
$3.61M 0.34%
13,240
+1,927
64
$3.6M 0.34%
9,553
+1,250
65
$3.55M 0.34%
149,193
+16,530
66
$3.4M 0.32%
230,740
+11,619
67
$3.36M 0.32%
19,936
+690
68
$3.24M 0.31%
26,623
-4,193
69
$3.22M 0.31%
27,636
+21
70
$3.18M 0.3%
16,839
+5,607
71
$2.96M 0.28%
74,603
+62,066
72
$2.95M 0.28%
27,100
+2,260
73
$2.85M 0.27%
40,757
-1,576
74
$2.47M 0.23%
19,326
-26
75
$2.41M 0.23%
14,586
+8,395
1 2
3
4 5