DWM
DKM Wealth Management Portfolio holdings
AUM
$125M
1-Year Est. Return
13.8%
1 Year Est. Return
+13.8%
AUM
$125M
AUM Growth
+$8.62M
(+7.4%)
Holding
66
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.26M | |
| 3 | +$507K | |
| 4 |
BMNR
BitMine Immersion Technologies
BMNR
|
+$475K |
| 5 |
Meta Platforms (Facebook)
META
|
+$458K |
Top Sells
| 1 | +$3.29M | |
| 2 | +$1.37M | |
| 3 | +$338K | |
| 4 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
+$281K |
| 5 |
TBLD
Thornburg Income Builder Opportunities Trust
TBLD
|
+$280K |
Sector Composition
| 1 | Financials | 16.72% |
| 2 | Technology | 6.57% |
| 3 | Consumer Discretionary | 1.89% |
| 4 | Industrials | 1.08% |
| 5 | Communication Services | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Bitcoin Trust
IBIT
$81.5B
| $225K | 0.18% |
3,459
-211
|
|
||
52
Rio Tinto
RIO
$111B
| $215K | 0.17% |
+3,250
|
|
||
53
Joby Aviation
JOBY
$14B
| $182K | 0.15% |
+11,300
|
|
||
54
Nuveen California Municipal Value Fund
NCA
$297M
| $160K | 0.13% |
18,000
|
|
||
55
Cipher Mining
CIFR
$7.38B
| $157K | 0.13% |
+12,475
|
|
||
|
WIW
56
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$545M
| $107K | 0.09% |
12,000
|
|
||
57
Opendoor
OPEN
$5.31B
| $106K | 0.08% |
+13,250
|
|
||
58
Nuveen Credit Strategies Income Fund
JQC
$735M
| $79K | 0.06% |
15,000
|
|
||
59
TETRA Technologies
TTI
$953M
| $71.9K | 0.06% |
12,500
|
|
||
60
Absci
ABSI
$677M
| $60.8K | 0.05% |
20,000
|
|
||
|
ACB
61
Aurora Cannabis
ACB
$295M
| $59.6K | 0.05% |
10,000
|
|
||
62
AbCellera Biologics
ABCL
$1.67B
| $50.3K | 0.04% |
10,000
|
|
||
63
SEALSQ Corp
LAES
$1.17B
| $37.4K | 0.03% |
+10,000
|
|
||
64
Zevia
ZVIA
$170M
| $35.4K | 0.03% |
13,000
|
|
||
|
IAUX
65
i-80 Gold Corp
IAUX
$857M
| $9.55K | 0.01% |
10,000
|
|
||
66
Alphabet (Google) Class A
GOOGL
$3.06T
| – | – |
-1,920
|
|