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
176
$348K 0.03%
+4,151
177
$346K 0.03%
899
+60
178
$342K 0.03%
7,031
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179
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+4,316
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$326K 0.03%
1,581
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181
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4,897
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182
$316K 0.03%
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183
$313K 0.03%
894
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184
$310K 0.03%
34,205
+15,534
185
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642
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186
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2,995
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187
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1,387
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188
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189
$301K 0.03%
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190
$300K 0.03%
65,922
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191
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193
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194
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195
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196
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197
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2,485
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198
$277K 0.03%
1,665
199
$275K 0.03%
4,354
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200
$270K 0.03%
2,504
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