GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
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
Consumer Discretionary Select Sector SPDR Fund
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
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
1
$89.8M 8.52%
400,044
+15,198
2
$49.7M 4.71%
363,296
+10,801
3
$49.5M 4.7%
2,075,481
+158,505
4
$42.7M 4.05%
335,842
+27,113
5
$42M 3.99%
378,491
+159,971
6
$31.8M 3.02%
123,852
+6,229
7
$30.9M 2.94%
430,356
-107,720
8
$30M 2.84%
233,841
+20,475
9
$29.5M 2.8%
1,947,340
+83,410
10
$21.8M 2.07%
199,300
+13,600
11
$20.7M 1.97%
411,063
-34,075
12
$20.5M 1.95%
292,663
-101,366
13
$20.3M 1.93%
147,778
+75,592
14
$19.7M 1.87%
681,420
+45,716
15
$19.2M 1.82%
240,087
-26,856
16
$18.6M 1.77%
592,236
+224,768
17
$16.5M 1.57%
155,423
-9,637
18
$14.7M 1.39%
155,703
-4,157
19
$14.6M 1.39%
+733,091
20
$14.1M 1.34%
388,579
+357,028
21
$12.8M 1.21%
165,187
+201
22
$12.6M 1.2%
+424,188
23
$12.4M 1.18%
228,952
-43,751
24
$12M 1.14%
228,830
-133,493
25
$11.9M 1.13%
130,794
+12,964
1
2 3 4 5