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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
SYF icon
301
Synchrony
SYF
$26.3B
$325K 0.01%
4,276
+1,127
+36% +$82.8K
REGN icon
302
Regeneron Pharmaceuticals
REGN
$85.8B
$322K 0.01%
516
+182
+54% +$124K
BP icon
303
BP
BP
$110B
$320K 0.01%
+8,662
New +$380K
ACN icon
304
Accenture
ACN
$114B
$317K 0.01%
2,551
+50
+2% +$8.68K
MDLZ icon
305
Mondelez International
MDLZ
$80.4B
$312K 0.01%
5,402
+1,565
+41% +$94.3K
GLD icon
306
SPDR Gold Trust
GLD
$156B
$312K 0.01%
846
+14
+2% +$5.8K
ADBE icon
307
Adobe
ADBE
$109B
$310K 0.01%
1,514
+194
+15% +$46K
DVA icon
308
DaVita
DVA
$11.3B
$309K 0.01%
+1,387
New +$252K
RF icon
309
Regions Financial
RF
$26.1B
$308K 0.01%
+10,193
New +$286K
MTB icon
310
M&T Bank
MTB
$34.7B
$308K 0.01%
1,292
+251
+24% +$54.9K
BCS icon
311
Barclays
BCS
$91.5B
$307K 0.01%
+11,445
New +$276K
ULTA icon
312
Ulta Beauty
ULTA
$23.1B
$300K 0.01%
666
+113
+20% +$57.4K
LYG icon
313
Lloyds Banking Group
LYG
$88.1B
$300K 0.01%
51,467
+31,668
+160% +$172K
OKTA icon
314
Okta
OKTA
$22.7B
$300K 0.01%
+2,196
New +$207K
TM icon
315
Toyota
TM
$228B
$299K 0.01%
1,775
+430
+32% +$81.5K
BKR icon
316
Baker Hughes
BKR
$61.4B
$298K 0.01%
5,364
+1,176
+28% +$74.3K
ED icon
317
Consolidated Edison
ED
$39.6B
$295K 0.01%
2,667
+632
+31% +$68.7K
RIO icon
318
Rio Tinto
RIO
$174B
$294K 0.01%
+3,098
New +$314K
EXPE icon
319
Expedia Group
EXPE
$40.6B
$290K 0.01%
+1,133
New +$269K
Q
320
Qnity Electronics Inc
Q
$26.5B
$289K 0.01%
+1,770
New +$261K
MFG icon
321
Mizuho Financial
MFG
$126B
$286K 0.01%
29,894
+13,633
+84% +$122K
VMC icon
322
Vulcan Materials
VMC
$35.5B
$284K 0.01%
+962
New +$276K
OXY icon
323
Occidental Petroleum
OXY
$58.4B
$281K 0.01%
5,779
+1,324
+30% +$75.2K
RSPT icon
324
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.78B
$277K 0.01%
+4,300
New +$247K
DB icon
325
Deutsche Bank
DB
$73.4B
$276K 0.01%
+8,184
New +$265K
11 12
13
14 15

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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.