Portfolio Changes | Moneywood

How to Interpret a Change in Weight

A positive weight change does not automatically mean ARK bought shares, and a negative change does not automatically mean ARK sold them. Weight moves through two forces: changes in share count and changes in market price. Moneywood separates trade history from portfolio weight so you can check both signals. When weight rises alongside disclosed purchases, the evidence points toward active accumulation. When weight rises while shares fall, price appreciation may have outweighed selling. The reverse can happen during price declines. Select another comparison period to distinguish a one-day move from a broader trend, then open the ticker page to inspect dated transactions.

Why ETF Overlap Changes the Portfolio Picture

The same company can appear in ARKK, ARKW, ARKG, ARKQ, ARKF, or ARKX because each fund follows a different innovation theme. Aggregating those positions reveals firm-wide conviction, but it can hide how that exposure is distributed among strategies. The ticker distribution and ETF controls help restore that context. A company held by several funds may rank highly in the combined table even when it is not the largest position in any single fund. Conversely, a specialized holding may be important to one ETF while remaining modest across the full ARK portfolio. Always match the scope of the table to the question you are asking.

Important Limits Before Drawing a Conclusion

Public holdings data does not reveal every part of ARK's decision process. It cannot tell you the team's target price, risk budget, tax considerations, intraday execution, or whether another trade is planned. Values on this page are estimates derived from disclosed shares and market data, so they can differ from official fund reports because of timing, rounding, cash, derivatives, corporate actions, or missing prices. Historical success in one position does not make the current price attractive. ARK strategies can be highly concentrated in growth companies and may experience large drawdowns. Treat the table as transparent source material, then combine it with filings, financial statements, valuation work, and your own risk limits.

A Practical Review Routine for New Investors

First, confirm the as-of date and whether you are viewing all ETFs or a single fund. Second, scan the largest weights because those positions usually contribute the most portfolio-level risk. Third, compare the one-day and monthly changes; a repeated direction is more informative than one isolated move. Fourth, open the linked stock pages for positions with unusual changes and verify whether share transactions or price movement explain the shift. Fifth, note new entries and full exits without assuming they are immediate signals to copy. Finally, keep a written thesis and revisit it after new disclosures. This routine turns a fast-moving table into a repeatable research process instead of an emotional trading prompt.

Moneywood updates this view from public ARK holdings data. Figures are informational estimates, may change after corrections, and are not investment advice or a solicitation to trade.