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Upturn AI SWOT - About
AdvisorShares Gerber Kawasaki ETF (GK)
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Upturn Advisory Summary
08/29/2025: GK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 42.85% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.28 | 52 Weeks Range 16.95 - 23.63 | Updated Date 06/29/2025 |
52 Weeks Range 16.95 - 23.63 | Updated Date 06/29/2025 |
Upturn AI SWOT
AdvisorShares Gerber Kawasaki ETF
ETF Overview
Overview
The AdvisorShares Gerber Kawasaki ETF (GK) is an actively managed ETF focusing on disruptive innovation and technology-driven growth companies. It aims to capitalize on long-term trends such as artificial intelligence, robotics, and cloud computing.
Reputation and Reliability
AdvisorShares specializes in actively managed ETFs, with a history of offering niche and specialized investment strategies. Their reputation is built on providing access to unique investment approaches.
Management Expertise
The fund is managed by Gerber Kawasaki Wealth and Investment Management, known for their expertise in technology and growth investing.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in companies that demonstrate disruptive innovation and high growth potential.
Investment Approach and Strategy
Strategy: Actively managed, focusing on companies exhibiting strong growth characteristics and disruptive innovation across various sectors.
Composition Primarily holds stocks of technology-driven companies, with potential allocations to other sectors experiencing rapid innovation.
Market Position
Market Share: Relatively small market share within the broader innovation ETF space.
Total Net Assets (AUM): 14480000
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Disruptive Technology ETF (DTEC)
- First Trust Cloud Computing ETF (SKYY)
- ROBO Global Robotics and Automation Index ETF (ROBO)
Competitive Landscape
The innovation ETF space is highly competitive, with several large and established players. GK differentiates itself through its specific investment philosophy and active management style, but it faces the challenge of competing with larger ETFs with greater liquidity and brand recognition. The advantages that GK has include the specific area in which it invests and their unique approach. Some disadvantages that GK has are its lack of a large AUM and low average volume.
Financial Performance
Historical Performance: Historical performance data should be reviewed to assess returns over various periods. Specific numerical data for past years is needed to complete.
Benchmark Comparison: Performance should be compared against relevant innovation and technology indices to gauge effectiveness. Specific index and data are needed to complete.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively low, which may impact ease of trading.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and trading volume, impacting trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, technological advancements, interest rate fluctuations, and overall market sentiment can impact the performance of the ETF. Positive investor sentiment towards innovative technologies will drive the fund's growth.
Growth Trajectory
Growth depends on the continued adoption of disruptive technologies and the fund's ability to identify and invest in promising companies. Any changes in strategy and holdings are tracked by GK and are included in SEC filings.
Moat and Competitive Advantages
Competitive Edge
The AdvisorShares Gerber Kawasaki ETF differentiates itself through its active management and focus on disruptive innovation across various sectors, led by Gerber Kawasaki's investment expertise and provides access to investment opportunities that may not be readily available through passive ETFs. It invests in a high conviction of tech-driven companies and has a concentrated portfolio of stocks. The fund's active management seeks to capitalize on market inefficiencies and trends and capitalize on technology driven growth.
Risk Analysis
Volatility
The ETF can exhibit higher volatility due to its focus on growth stocks and innovative sectors.
Market Risk
Market risk is associated with the overall performance of the stock market, while sector-specific risks relate to the technology and innovation sectors.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking long-term capital appreciation through exposure to disruptive innovation and technology. It is for individuals comfortable with higher volatility.
Market Risk
Best suited for long-term investors with a high risk tolerance.
Summary
The AdvisorShares Gerber Kawasaki ETF (GK) offers investors an opportunity to participate in the growth of disruptive innovation. Its active management approach and focus on technology-driven companies differentiate it from passive ETFs. However, it has a small market share and faces strong competition. Investors should consider their risk tolerance and investment goals before investing in GK. It is suited for long-term investors seeking high growth potential and willing to accept higher volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- advisorshares.com
- etf.com
- morningstar.com
- sec.gov
Disclaimers:
Data is based on available information and may be subject to change. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AdvisorShares Gerber Kawasaki ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund primarily invests in U.S. exchange traded equity securities, including common and preferred stock and ADRs. The fund may invest in companies of any capitalization but typically invests in companies with capitalizations of $1 billion or more. To a lesser extent, the fund may invest in ETFs, ETNs and other exchange-traded products (collectively with ETFs and ETNs, "ETPs") to seek to obtain exposure to industries or sectors the Sub-Advisor believes to be top thematic macro opportunities. The fund is non-diversified.
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