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 | OPEN | OPENDOOR TECHNOLOGIES INC | Real Estate | 24,011.0 | $112K | 0.08% | +7K | +39.3% | $4.68 | -7.6% |
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
72.5%
Technology
17.0%
Consumer Cyclical
4.5%
Industrials
3.3%
Basic Materials
1.1%
Communication Services
0.8%
Healthcare
0.2%
Real Estate
0.2%
Energy
0.2%
Consumer Defensive
0.0%