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
101
$1.2M 0.11%
10,652
-2,131
102
$1.19M 0.11%
2,491
+654
103
$1.19M 0.11%
134,257
-16,006
104
$1.16M 0.11%
+17,581
105
$1.16M 0.11%
8,038
+88
106
$1.16M 0.11%
+49,341
107
$1.12M 0.11%
18,292
-146
108
$1.11M 0.11%
8,304
+1,918
109
$1.1M 0.1%
8,362
+452
110
$1.1M 0.1%
22,269
+2,238
111
$1.09M 0.1%
11,800
-1,397
112
$1.07M 0.1%
15,618
+7,645
113
$1.02M 0.1%
2,943
+627
114
$1.02M 0.1%
7,111
+526
115
$1.01M 0.1%
5,115
-93
116
$950K 0.09%
17,635
-950
117
$923K 0.09%
58,425
+5,398
118
$908K 0.09%
19,235
+10,545
119
$904K 0.09%
2,293
-1,096
120
$900K 0.09%
9,080
+482
121
$888K 0.08%
5,799
+1,205
122
$885K 0.08%
115,789
-85,850
123
$880K 0.08%
28,200
-52,730
124
$862K 0.08%
69,940
-48,095
125
$856K 0.08%
41,845
+570
3 4
5
6 7