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For retail investors, few figures are as well-known as Ross Gerber and Cathie Wood. They are recognized for their prominent media presence, active social media engagement, and exchange-traded funds (ETFs) reflecting their investment philosophies.
The AdvisorShares Gerber Kawasaki ETF, which debuted in 2021, focuses on stock selections from Gerber’s firm. Wood, leading Ark Invest, manages multiple ETFs.
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Ark Autonomous Technology & Robotics ETF
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Ark Innovation ETF
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Ark Next Generation Internet ETF
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Ark Space & Defense Innovation ETF
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Ark Blockchain & Fintech Innovation ETF
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Ark Genomic Revolution ETF
Common Stock Holdings
Alphabet Inc (GOOG) represents 9.27% of assets in the GK ETF and is a significant holding in the ARKQ, ARKW, and ARKK ETFs.
Nvidia Corporation‘s stock makes up 8.13% of GK, being the third-largest holding, while Wood includes it in ARKK, ARKW, and ARKQ, though it doesn’t rank in their top 10.
Broadcom Inc, ranking fourth in GK at 6.83% of assets, also appears in ARKW, ARKK, and ARKQ, but isn’t among the top 10 in those ETFs.
ETF Characteristics
The Gerber Kawasaki ETF holds a diverse array of stocks from different sectors like technology, AI, fintech, and clean energy, aiming to identify growth companies affected by societal changes.
Ark Funds invests in innovative technologies and companies anticipated to excel in the long term, often favoring high-growth sectors such as fintech and AI.
Diversifying Wealth Beyond the Market
Creating a robust portfolio requires strategies that extend beyond single assets or trends. Since market conditions fluctuate, diversifying across real estate, fixed income, and various other assets can help manage risk and enhance long-term wealth.
