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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
AWK icon
326
American Water Works
AWK
$27.3B
$274K 0.01%
2,082
-78
-4% -$10K
CNP icon
327
CenterPoint Energy
CNP
$25.6B
$271K 0.01%
+6,159
New +$264K
JBL icon
328
Jabil
JBL
$32.3B
$268K 0.01%
+694
New +$240K
KKR icon
329
KKR & Co
KKR
$96.6B
$265K 0.01%
2,890
+673
+30% +$65.3K
PXF icon
330
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$3.01B
$261K 0.01%
3,453
– –
DTE icon
331
DTE Energy
DTE
$28.3B
$259K 0.01%
+1,697
New +$248K
CCL icon
332
Carnival Corporation Ltd
CCL
$35.8B
$257K 0.01%
+8,998
New +$246K
IQV icon
333
IQVIA
IQV
$42.7B
$256K 0.01%
+1,325
New +$231K
PRU icon
334
Prudential Financial
PRU
$41.5B
$256K 0.01%
+2,370
New +$241K
IWM icon
335
iShares Russell 2000 ETF
IWM
$81.7B
$254K 0.01%
844
-176
-17% -$49.5K
TRGP icon
336
Targa Resources
TRGP
$61.5B
$253K 0.01%
+943
New +$242K
ETR icon
337
Entergy
ETR
$49.6B
$252K 0.01%
+2,197
New +$248K
NET icon
338
Cloudflare
NET
$98.8B
$248K 0.01%
+1,012
New +$221K
PEG icon
339
Public Service Enterprise Group
PEG
$36.5B
$247K 0.01%
+3,039
New +$243K
FANG icon
340
Diamondback Energy
FANG
$56B
$246K 0.01%
+1,401
New +$272K
NGG icon
341
National Grid
NGG
$81.6B
$245K 0.01%
+2,955
New +$251K
GSK icon
342
GSK
GSK
$104B
$242K 0.01%
+4,624
New +$245K
ATO icon
343
Atmos Energy
ATO
$28.3B
$242K 0.01%
+1,406
New +$252K
AEE icon
344
Ameren
AEE
$29.6B
$239K 0.01%
+2,114
New +$234K
ARES icon
345
Ares Management
ARES
$32.2B
$236K 0.01%
2,121
+5
+0.2% +$600
HBAN icon
346
Huntington Bancshares
HBAN
$34.2B
$236K 0.01%
13,307
+888
+7% +$14.7K
IR icon
347
Ingersoll Rand
IR
$30.5B
$234K 0.01%
+2,853
New +$221K
EPD icon
348
Enterprise Products Partners
EPD
$82.6B
$233K 0.01%
6,350
– –
CME icon
349
CME Group
CME
$99.7B
$232K 0.01%
1,050
-24
-2% -$6.64K
EXC icon
350
Exelon
EXC
$45.7B
$231K 0.01%
+4,949
New +$229K
12 13
14
15 16

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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.