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
151
$582K 0.06%
3,792
+453
152
$580K 0.06%
11,443
+2,208
153
$543K 0.05%
3,753
-112
154
$529K 0.05%
9,706
-24,141
155
$527K 0.05%
22,540
+6,619
156
$520K 0.05%
4,244
-1,485
157
$515K 0.05%
1,004
+115
158
$505K 0.05%
62,340
+7,445
159
$472K 0.04%
7,633
+1,323
160
$472K 0.04%
6,732
+1,129
161
$462K 0.04%
+21,919
162
$441K 0.04%
694
-781
163
$438K 0.04%
1,716
-22
164
$406K 0.04%
4,233
+358
165
$404K 0.04%
40,000
+15,000
166
$400K 0.04%
4,389
+294
167
$388K 0.04%
9,738
-1,518
168
$378K 0.04%
27,240
+7,499
169
$367K 0.03%
3,099
+1,035
170
$366K 0.03%
2,826
+11
171
$362K 0.03%
+9,748
172
$361K 0.03%
1,854
+117
173
$360K 0.03%
+8,200
174
$353K 0.03%
22,850
-16,747
175
$349K 0.03%
10,775
+4,285
5 6
7
8 9