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
76
$2.3M 0.22%
46,937
-5,631
77
$2.26M 0.21%
33,147
-8,707
78
$2.22M 0.21%
84,151
+68,600
79
$2.22M 0.21%
+149,605
80
$2.13M 0.2%
66,472
+11,764
81
$2.11M 0.2%
20,983
+17,415
82
$2.1M 0.2%
71,406
+54,348
83
$2.06M 0.2%
12,781
+770
84
$2.03M 0.19%
13,384
+9,029
85
$1.99M 0.19%
25,564
-1,978
86
$1.97M 0.19%
7,204
+2,308
87
$1.87M 0.18%
35,835
-9,572
88
$1.79M 0.17%
10,628
-519
89
$1.75M 0.17%
12,387
-976
90
$1.74M 0.17%
59,917
-2,132
91
$1.72M 0.16%
3,611
-2,457
92
$1.7M 0.16%
22,885
-100,619
93
$1.69M 0.16%
+18,583
94
$1.64M 0.16%
11,501
+598
95
$1.62M 0.15%
21,649
+13,015
96
$1.42M 0.13%
3,869
-204
97
$1.41M 0.13%
18,514
-15,529
98
$1.3M 0.12%
3,033
+5
99
$1.27M 0.12%
38,661
+8,608
100
$1.21M 0.11%
22,886
-3,794
2 3
4
5 6