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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
ULTA icon
251
Ulta Beauty
ULTA
$23.6B
$289K 0.01%
+553
New +$352K
PSX icon
252
Phillips 66
PSX
$86B
$289K 0.01%
+1,586
New +$249K
BX icon
253
Blackstone
BX
$113B
$288K 0.01%
2,506
+402
+19% +$52.3K
EA
254
DELISTED
Electronic Arts
EA
$288K 0.01%
1,413
+107
+8% +$21.6K
SNPS icon
255
Synopsys
SNPS
$78.8B
$288K 0.01%
726
+7
+1% +$3.16K
NBIS
256
Nebius Group N.V.
NBIS
$46.7B
$287K 0.01%
2,764
– –
AME icon
257
Ametek
AME
$58B
$287K 0.01%
1,337
+244
+22% +$54.2K
CTAS icon
258
Cintas
CTAS
$81.1B
$281K 0.01%
1,664
+202
+14% +$38.7K
CFG icon
259
Citizens Financial Group
CFG
$30.6B
$280K 0.01%
+4,677
New +$287K
KEYS icon
260
Keysight
KEYS
$57.3B
$280K 0.01%
+991
New +$248K
IYW icon
261
iShares US Technology ETF
IYW
$25.3B
$279K 0.01%
1,538
+27
+2% +$5.22K
TM icon
262
Toyota
TM
$224B
$277K 0.01%
1,345
+190
+16% +$42.9K
FWRG icon
263
First Watch Restaurant Group
FWRG
$742M
$274K 0.01%
26,130
– –
SCHE icon
264
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$270K 0.01%
+8,201
New +$280K
CBRE icon
265
CBRE Group
CBRE
$41.7B
$269K 0.01%
1,986
+261
+15% +$39.7K
VIOO icon
266
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.3B
$266K 0.01%
+2,319
New +$272K
DVN icon
267
Devon Energy
DVN
$49.9B
$266K 0.01%
+5,287
New +$227K
ADSK icon
268
Autodesk
ADSK
$54.1B
$265K 0.01%
1,108
+6
+0.5% +$1.51K
FDX icon
269
FedEx
FDX
$76.9B
$265K 0.01%
+744
New +$258K
STT icon
270
State Street
STT
$51.3B
$262K 0.01%
2,072
+378
+22% +$48.3K
TGT icon
271
Target
TGT
$69B
$261K 0.01%
+2,157
New +$243K
PFE icon
272
Pfizer
PFE
$154B
$260K 0.01%
9,254
-1,770
-16% -$47.1K
TEL icon
273
TE Connectivity
TEL
$62B
$259K 0.01%
1,241
+105
+9% +$23.2K
REGN icon
274
Regeneron Pharmaceuticals
REGN
$83.2B
$258K 0.01%
334
+34
+11% +$26K
SRE icon
275
Sempra
SRE
$55.1B
$256K 0.01%
+2,636
New +$241K
9 10
11
12 13

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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.