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7WCP

71 West Capital Partners Portfolio holdings

AUM $2.89B
This Fund
S&P 500
This Quarter Est. Return
-4.41%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.27B
AUM Growth
+$99M
Cap. Flow
+$228M
Cap. Flow %
10.05%
Top 10 Hldgs %
61.13%
Holding
317
New
58
Increased
221
Reduced
15
Closed
4

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$30M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$26.9M
3
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$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

Rank Stock Value
1
WDAY icon
Workday
WDAY
+$4.61M
2
TTD icon
Trade Desk
TTD
+$3.37M
3
APP icon
Applovin
APP
+$584K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$388K
5
ELV icon
Elevance Health
ELV
+$269K

Sector Composition

Rank Sector Weight
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
$107B
$343K 0.02%
998
+230
+30% +$81.6K
FITB
227
Fifth Third Bancorp
FITB
$51.8B
$342K 0.02%
+7,371
New +$363K
MO icon
228
Altria Group
MO
$109B
$341K 0.02%
5,172
+1,219
+31% +$78.4K
ECL icon
229
Ecolab
ECL
$79.7B
$331K 0.01%
1,245
+260
+26% +$73.4K
WM icon
230
Waste Management
WM
$90.6B
$331K 0.01%
1,441
+245
+20% +$56.3K
CL icon
231
Colgate-Palmolive
CL
$74.3B
$331K 0.01%
3,882
+663
+21% +$59.1K
TDG icon
232
TransDigm Group
TDG
$67.6B
$326K 0.01%
281
+86
+44% +$113K
WEC icon
233
WEC Energy
WEC
$34.6B
$325K 0.01%
2,808
-35
-1% -$3.93K
ADBE icon
234
Adobe
ADBE
$109B
$321K 0.01%
1,320
-406
-24% -$112K
CME icon
235
CME Group
CME
$94.8B
$317K 0.01%
1,074
+110
+11% +$32.7K
FAST icon
236
Fastenal
FAST
$59.8B
$317K 0.01%
+6,824
New +$306K
ZTS icon
237
Zoetis
ZTS
$30.9B
$313K 0.01%
2,648
+547
+26% +$67.6K
CIBR icon
238
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$312K 0.01%
4,982
– –
SYY icon
239
Sysco
SYY
$40.1B
$309K 0.01%
4,338
+564
+15% +$46.6K
MSCI icon
240
MSCI
MSCI
$40.9B
$308K 0.01%
571
+37
+7% +$20.9K
CTVA icon
241
Corteva
CTVA
$51B
$306K 0.01%
+3,661
New +$276K
CSX icon
242
CSX Corp
CSX
$92.8B
$302K 0.01%
+7,361
New +$288K
NXPI icon
243
NXP Semiconductors
NXPI
$58.9B
$299K 0.01%
1,520
+98
+7% +$21.7K
SLB icon
244
SLB Ltd
SLB
$78.9B
$298K 0.01%
+5,797
New +$281K
TRV icon
245
Travelers Companies
TRV
$78.3B
$296K 0.01%
1,016
+177
+21% +$51.9K
HAL icon
246
Halliburton
HAL
$28B
$295K 0.01%
+7,570
New +$262K
AIG icon
247
American International
AIG
$40.7B
$295K 0.01%
3,915
+800
+26% +$61.2K
AWK icon
248
American Water Works
AWK
$26.9B
$294K 0.01%
2,160
+376
+21% +$49.7K
OXY icon
249
Occidental Petroleum
OXY
$58.6B
$290K 0.01%
+4,455
New +$224K
CVS icon
250
CVS Health
CVS
$122B
$289K 0.01%
4,025
+522
+15% +$40.2K
8 9
10
11 12

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71 West Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, 71 West Capital Partners held 317 positions worth $2.27B, up 4.6% from $2.17B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

71 West Capital Partners deployed $228M of net new capital in Q1 2026, opening 58 new positions and adding to 221 existing holdings. Its largest new stake was Schwab US Large- Cap ETF: 120,998 shares worth $3.1M.

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

On the sell side, the largest reduction was Workday, an estimated $4.61M trimmed.

  • 71 West Capital Partners's largest Q1 2026 buy was Schwab US Large- Cap ETF: 120,998 shares worth $3.1M.
  • 71 West Capital Partners added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $30M increase.
  • 71 West Capital Partners's biggest Q1 2026 reduction was Workday, cutting an estimated $4.61M.
  • 71 West Capital Partners fully exited Applovin in Q1 2026, selling an estimated $584K.
  • 71 West Capital Partners's ten largest holdings make up 61% of its $2.27B portfolio in Q1 2026.
  • 71 West Capital Partners opened 58 new positions and closed 4 in Q1 2026.
  • 71 West Capital Partners's portfolio value rose 4.6% quarter-over-quarter to $2.27B.

Based on 71 West Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.