WM

Westpark Management Portfolio holdings

AUM $71.7M
1-Year Est. Return 21.8%
This Quarter Est. Return
1 Year Est. Return
-21.8%
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 +$3.86M

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
SPDR S&P 500 ETF Trust
SPY
$678B
$35.7M 47.4%
100,000
QQQ icon
2
Invesco QQQ Trust
QQQ
$401B
$32.1M 42.56%
120,000
TQQQ icon
3
ProShares UltraPro QQQ
TQQQ
$31.8B
$3.86M 5.13%
+200,000
OXY icon
4
Occidental Petroleum
OXY
$40.3B
0
XPO icon
5
XPO
XPO
$16.2B
0