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
201
$270K 0.03%
3,872
+530
202
$268K 0.03%
28,200
-1,050
203
$264K 0.03%
5,630
+773
204
$261K 0.02%
2,406
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205
$261K 0.02%
7,974
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206
$261K 0.02%
2,930
+156
207
$260K 0.02%
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-200
208
$259K 0.02%
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209
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210
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5,874
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211
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+1,344
212
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17,048
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213
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11,101
-381
214
$240K 0.02%
3,000
215
$229K 0.02%
1,143
216
$228K 0.02%
1,277
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217
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1,310
218
$222K 0.02%
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219
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1,560
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220
$212K 0.02%
672
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221
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2,481
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222
$209K 0.02%
996
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223
$208K 0.02%
+2,495
224
$207K 0.02%
62,613
225
$207K 0.02%
5,624
-14,782
7 8
9
10 11