Portfolio (Quarterly)
Guide ↗
DKM Wealth Management, Inc.
· CIK 0002055833| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KOPN | KOPIN CORP | Technology | 20,000.0 | $90K | 0.06% | NEW | — | $4.48 | +18.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
71.8%
Technology
18.2%
Consumer Cyclical
4.4%
Industrials
3.1%
Healthcare
0.7%
Communication Services
0.7%
Basic Materials
0.6%
Real Estate
0.2%
Energy
0.2%