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ARKW - ETF AI Analysis

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ARKW

ARK Next Generation Internet ETF (ARKW)

Rating:56Neutral
Price Target:
ARKW, the ARK Next Generation Internet ETF, has a mixed overall rating that reflects both strong growth leaders and some higher-risk names in its portfolio. Top holdings like Alphabet (GOOG), Tesla (TSLA), and AMD support the fund’s quality with solid financial performance, positive earnings calls, and strong growth prospects in areas like AI, cloud, and advanced chips. However, weaker holdings such as CoreWeave (CRWV) and Roblox (RBLX), which face financial instability, profitability challenges, and bearish technical signals, along with the fund’s focus on next-generation internet and tech-related companies, add volatility and risk that weigh on the overall rating.
Positive Factors
Strong AUM Base
The fund manages a sizable pool of assets, suggesting it has attracted meaningful investor interest and liquidity.
Leading Growth Names in Top Holdings
Several major positions, such as Advanced Micro Devices, CoreWeave, and Circle Internet Group, have shown strong year-to-date performance, helping support the ETF’s returns.
Focused Exposure to Innovative Sectors
Heavy weights in technology and communication services give investors targeted access to companies tied to next-generation internet themes.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentrated Top Holdings
A small group of stocks like Tesla, Robinhood, and Shopify make up a large share of the portfolio, increasing the impact if any of them perform poorly.
Recent Weak Overall Performance
The ETF has delivered negative returns so far this year and over the past three months, reflecting pressure on many of its growth-oriented holdings.

ARKW vs. SPDR S&P 500 ETF (SPY)

ARKW Summary

ARK Next Generation Internet ETF (ARKW) is an actively managed fund that invests in companies shaping the future of the internet, rather than tracking a traditional index. It focuses on themes like artificial intelligence, cloud computing, digital platforms, and blockchain. Well-known holdings include Tesla and Alphabet (Google), along with other tech and online service companies. Someone might invest in ARKW for long-term growth potential and to get broad exposure to innovative internet-related businesses in a single investment. However, it is heavily tilted toward technology and can be very volatile, meaning its price can rise and fall sharply.
How much will it cost me?The ARK Next Generation Internet ETF (ARKW) has an expense ratio of 0.82%, meaning you’ll pay $8.20 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on innovative and disruptive technologies that require in-depth research and expertise.
What would affect this ETF?The ARK Next Generation Internet ETF (ARKW) could benefit from increasing adoption of disruptive technologies like artificial intelligence, blockchain, and cloud computing, as well as growth in e-commerce and digital media. However, it may face challenges from rising interest rates, which can negatively impact high-growth tech stocks, and potential regulatory scrutiny in areas like cryptocurrency and data privacy. Its global exposure and focus on innovative companies provide growth opportunities but also expose it to economic uncertainties in different regions.

ARKW Top 10 Holdings

ARKW is leaning hard into next‑gen internet and AI, with chipmaker AMD and cloud-focused CoreWeave acting as the main engines, both rising and giving the fund a clear tech-heavy tilt. Tesla, once a star, is losing steam and now drags on returns, while Robinhood, Coinbase, and Roblox are also lagging and adding some bumpiness. On the brighter side, Roku and Alphabet look steadier, helping to smooth out the ride. Overall, this is a concentrated, innovation-first, globally focused portfolio that lives and dies by high-growth tech sentiment.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Advanced Micro Devices9.41%$156.50M$497.79B223.20%
73
Outperform
Tesla8.47%$140.75M$1.40T44.01%
73
Outperform
Robinhood5.06%$84.08M$75.21B73.50%
68
Neutral
Shopify4.64%$77.20M$162.09B30.60%
Circle Internet Group, Inc. Class A4.34%$72.12M$24.72B
64
Neutral
Roku4.32%$71.78M$16.95B77.82%
65
Neutral
CoreWeave4.12%$68.54M$61.73B181.11%
51
Neutral
Coinbase Global3.95%$65.61M$52.27B-2.91%
68
Neutral
Alphabet Class C3.49%$58.01M$4.09T109.17%
82
Outperform
Roblox3.06%$50.93M$39.30B-15.59%
51
Neutral

ARKW Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
127.08
Positive
100DMA
136.56
Positive
200DMA
148.37
Negative
Market Momentum
MACD
3.74
Negative
RSI
62.83
Neutral
STOCH
87.79
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ARKW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 128.67, equal to the 50-day MA of 127.08, and equal to the 200-day MA of 148.37, indicating a neutral trend. The MACD of 3.74 indicates Negative momentum. The RSI at 62.83 is Neutral, neither overbought nor oversold. The STOCH value of 87.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ARKW.

ARKW Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.66B0.76%
56
Neutral
$7.20B0.75%
56
Neutral
$2.33B0.65%
62
Neutral
$2.14B0.75%
67
Neutral
$1.19B0.75%
52
Neutral
$1.17B0.70%
59
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ARKW
ARK Next Generation Internet ETF
139.77
38.08
37.45%
ARKK
Ark Innovation Etf
FWD
AB Disruptors ETF
ARKQ
ARK Autonomous Technology & Robotics ETF
ARKG
ARK Genomic Revolution ETF
BLOK
Amplify Transformational Data Sharing Etf
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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