Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Dkm Wealth Management, Inc. > Profile

Instuitional Investor - Dkm Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Dkm Wealth Management, Inc.
Portfolio Value $91,634,387
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Thornburg Incm Builder Opp T
 974,543 $17,483,299 19.08%
2.
T Rowe Price Etf Inc
 393,801 $12,711,906 13.87%
3.
Cambria Etf Tr - SHSHLD YIELD ETF
 136,562 $8,712,626 9.51%
4.
Ishares Trust
 IEF 50,760 $6,193,283 6.76%
5.
Ishares Trust
 IEF 9,636 $5,414,379 5.91%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)