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
126
$841K 0.08%
16,807
+24
127
$824K 0.08%
10,014
+114
128
$817K 0.08%
+18,000
129
$800K 0.08%
32,275
+8,500
130
$780K 0.07%
20,864
-251
131
$737K 0.07%
3,031
+52
132
$720K 0.07%
4,368
+389
133
$711K 0.07%
7,634
-15,145
134
$703K 0.07%
3,154
-70
135
$693K 0.07%
4,092
-1,145
136
$686K 0.07%
3,869
+244
137
$686K 0.07%
10,860
-16,874
138
$684K 0.06%
14,100
+290
139
$684K 0.06%
2,112
-119
140
$677K 0.06%
6,840
-735
141
$654K 0.06%
44,418
+11,364
142
$646K 0.06%
4,496
-32
143
$645K 0.06%
8,435
+3,968
144
$636K 0.06%
9,733
+6,638
145
$628K 0.06%
60,681
-191,055
146
$620K 0.06%
1,940
+4
147
$612K 0.06%
17,609
-24,000
148
$599K 0.06%
25,740
-51,442
149
$594K 0.06%
14,926
-2,300
150
$585K 0.06%
18,797
+1,372
4 5
6
7 8