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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 $105,467,558
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Thornburg Incm Builder Opp T
 977,405 $15,912,148 15.08%
2.
T Rowe Price Etf Inc
 382,733 $12,733,536 12.07%
3.
Source Capital Inc
 SOR 274,334 $11,930,908 11.31%
4.
Cambria Etf Tr - SHSHLD YIELD ETF
 167,182 $11,446,944 10.85%
5.
Ishares Trust
 IEF 48,791 $6,275,550 5.95%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)