Portfolio (Quarterly)
Guide ↗
DKM Wealth Management, Inc.
· CIK 0002055833| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | CIFR | CIPHER DIGITAL INC | Financial Services | 13,381.0 | $328K | 0.21% | -100.0 | -0.7% | $24.50 | -24.5% |
| 22 | TTI | TETRA TECHNOLOGIES INC DEL | Energy | 10,000.0 | $113K | 0.07% | -500.0 | -4.8% | $11.33 | -25.7% |
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%