7WCP

71 West Capital Partners Portfolio holdings

AUM $2.27B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$26.9M
3 +$10.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$9.29M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.63M

Top Sells

1 +$4.61M
2 +$3.37M
3 +$584K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$388K
5
ELV icon
Elevance Health
ELV
+$269K

Sector Composition

1 Technology 15.51%
2 Financials 8.41%
3 Communication Services 4.42%
4 Industrials 3.28%
5 Consumer Discretionary 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GD icon
226
General Dynamics
GD
$93.2B
$343K 0.02%
998
+230
FITB
227
Fifth Third Bancorp
FITB
$45.2B
$342K 0.02%
+7,371
MO icon
228
Altria Group
MO
$121B
$341K 0.02%
5,172
+1,219
ECL icon
229
Ecolab
ECL
$71.5B
$331K 0.01%
1,245
+260
WM icon
230
Waste Management
WM
$86.5B
$331K 0.01%
1,441
+245
CL icon
231
Colgate-Palmolive
CL
$71.9B
$331K 0.01%
3,882
+663
TDG icon
232
TransDigm Group
TDG
$68.6B
$326K 0.01%
281
+86
WEC icon
233
WEC Energy
WEC
$36.8B
$325K 0.01%
2,808
-35
ADBE icon
234
Adobe
ADBE
$97.2B
$321K 0.01%
1,320
-406
CME icon
235
CME Group
CME
$102B
$317K 0.01%
1,074
+110
FAST icon
236
Fastenal
FAST
$51B
$317K 0.01%
+6,824
ZTS icon
237
Zoetis
ZTS
$33.6B
$313K 0.01%
2,648
+547
CIBR icon
238
First Trust NASDAQ Cybersecurity ETF
CIBR
$12.9B
$312K 0.01%
4,982
SYY icon
239
Sysco
SYY
$36B
$309K 0.01%
4,338
+564
MSCI icon
240
MSCI
MSCI
$42.8B
$308K 0.01%
571
+37
CTVA icon
241
Corteva
CTVA
$52.9B
$306K 0.01%
+3,661
CSX icon
242
CSX Corp
CSX
$86.6B
$302K 0.01%
+7,361
NXPI icon
243
NXP Semiconductors
NXPI
$84B
$299K 0.01%
1,520
+98
SLB icon
244
SLB Ltd
SLB
$86.7B
$298K 0.01%
+5,797
TRV icon
245
Travelers Companies
TRV
$64.8B
$296K 0.01%
1,016
+177
HAL icon
246
Halliburton
HAL
$34.3B
$295K 0.01%
+7,570
AIG icon
247
American International
AIG
$40.9B
$295K 0.01%
3,915
+800
AWK icon
248
American Water Works
AWK
$24.2B
$294K 0.01%
2,160
+376
OXY icon
249
Occidental Petroleum
OXY
$57.2B
$290K 0.01%
+4,455
CVS icon
250
CVS Health
CVS
$116B
$289K 0.01%
4,025
+522