We are live on ! Find out more
7WCP

71 West Capital Partners Portfolio holdings

AUM $2.89B
This Fund
S&P 500
This Quarter Est. Return
+22.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.89B
AUM Growth
+$619M
Cap. Flow
+$195M
Cap. Flow %
6.74%
Top 10 Hldgs %
58.34%
Holding
392
New
79
Increased
257
Reduced
20
Closed
10

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$18M
2
NVDA icon
NVIDIA
NVDA
+$11.9M
3
AAPL icon
Apple
AAPL
+$10M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.79M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.33M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.74M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$623K
5
TTD icon
Trade Desk
TTD
+$539K

Sector Composition

Rank Sector Weight
1 Technology 17.99%
2 Financials 7.91%
3 Communication Services 4.32%
4 Industrials 3.61%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ODFL icon
226
Old Dominion Freight Line
ODFL
$41.1B
$491K 0.02%
2,267
+1,219
+116% +$263K
CMCSA icon
227
Comcast
CMCSA
$96.2B
$485K 0.02%
19,773
+2,070
+12% +$53.4K
COR icon
228
Cencora
COR
$62.6B
$484K 0.02%
1,710
+444
+35% +$128K
AFL icon
229
Aflac
AFL
$58.2B
$483K 0.02%
4,117
+647
+19% +$74.5K
OKE icon
230
Oneok
OKE
$57.8B
$482K 0.02%
5,548
+1,401
+34% +$123K
SMFG icon
231
Sumitomo Mitsui Financial
SMFG
$160B
$481K 0.02%
20,397
+7,986
+64% +$177K
AMP icon
232
Ameriprise Financial
AMP
$49.5B
$477K 0.02%
1,040
+237
+30% +$109K
WEC icon
233
WEC Energy
WEC
$34.8B
$475K 0.02%
4,066
+1,258
+45% +$144K
D icon
234
Dominion Energy
D
$58.9B
$470K 0.02%
6,881
+1,091
+19% +$70.9K
AIG icon
235
American International
AIG
$39.9B
$466K 0.02%
6,252
+2,337
+60% +$178K
GD icon
236
General Dynamics
GD
$102B
$466K 0.02%
1,315
+317
+32% +$109K
BHP icon
237
BHP
BHP
$251B
$466K 0.02%
+5,588
New +$464K
INTU icon
238
Intuit
INTU
$97.8B
$463K 0.02%
1,774
+536
+43% +$187K
CL icon
239
Colgate-Palmolive
CL
$72.8B
$463K 0.02%
5,047
+1,165
+30% +$102K
SSO icon
240
ProShares Ultra S&P500
SSO
$8.41B
$458K 0.02%
6,791
– –
CEG icon
241
Constellation Energy
CEG
$98.6B
$452K 0.02%
1,820
+222
+14% +$62.5K
TTE icon
242
TotalEnergies
TTE
$197B
$452K 0.02%
5,807
+3,466
+148% +$307K
CARR icon
243
Carrier Global
CARR
$48.2B
$449K 0.02%
6,128
+1,622
+36% +$106K
ROK icon
244
Rockwell Automation
ROK
$47.7B
$449K 0.02%
907
+194
+27% +$84.4K
CIBR icon
245
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.7B
$448K 0.02%
4,982
– –
ECL icon
246
Ecolab
ECL
$81.2B
$447K 0.02%
1,604
+359
+29% +$94.6K
MMM icon
247
3M
MMM
$92.5B
$447K 0.02%
2,758
+1,214
+79% +$184K
XYZ
248
Block Inc
XYZ
$49.7B
$444K 0.02%
+5,845
New +$411K
DVN icon
249
Devon Energy
DVN
$51.6B
$444K 0.02%
10,736
+5,449
+103% +$253K
BX icon
250
Blackstone
BX
$108B
$441K 0.02%
3,750
+1,244
+50% +$149K
8 9
10
11 12

Similar funds

JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.88B AUM 23.24% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
ACM
Aquatic Capital Management Chicago, Illinois $2.91B AUM 27.09% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

71 West Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, 71 West Capital Partners held 392 positions worth $2.89B, up 27% from $2.27B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

71 West Capital Partners deployed $195M of net new capital in Q2 2026, opening 79 new positions and adding to 257 existing holdings. Its largest new stake was Roivant Sciences: 43,164 shares worth $1.53M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $3.33M trimmed.

  • 71 West Capital Partners's largest Q2 2026 buy was Roivant Sciences: 43,164 shares worth $1.53M.
  • 71 West Capital Partners added most to iShares Core MSCI EAFE ETF in Q2 2026, an estimated $18M increase.
  • 71 West Capital Partners's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $3.33M.
  • 71 West Capital Partners fully exited Trade Desk in Q2 2026, selling an estimated $539K.
  • 71 West Capital Partners's ten largest holdings make up 58% of its $2.89B portfolio in Q2 2026.
  • 71 West Capital Partners opened 79 new positions and closed 10 in Q2 2026.
  • 71 West Capital Partners's portfolio value rose 27% quarter-over-quarter to $2.89B.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.