WM

Westpark Management Portfolio holdings

AUM $71.7M
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-22.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.7M
AUM Growth
+$295K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$5.83M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$649B
$35.7M 49.85%
100,000
QQQ icon
2
Invesco QQQ Trust
QQQ
$380B
$32.1M 44.76%
120,000
TQQQ icon
3
ProShares UltraPro QQQ
TQQQ
$24.5B
$3.86M 5.39%
+400,000
OXY icon
4
Occidental Petroleum
OXY
$59.8B
0
XPO icon
5
XPO
XPO
$21.7B
0