We are live on ! Find out more
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
Avg Time Held
1.5 quarters
Top 10 Avg Time Held
1.8 quarters
Top 20 Avg Time Held
1.8 quarters

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 Miscellaneous 60.4%
2 Technology 17.99%
3 Financials 7.91%
4 Communication Services 4.32%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IRM icon
376
Iron Mountain
IRM
$34.1B
$203K 0.01%
+1,606
New +$197K
2026 Q2
0 quarters
NDAQ icon
377
Nasdaq
NDAQ
$52.3B
$201K 0.01%
+2,556
New +$224K
2026 Q2
0 quarters
HLIT icon
378
Harmonic Inc
HLIT
$1.15B
$189K 0.01%
11,570
+1,570
+16% +$20K
2026 Q1
1 quarter
SAN icon
379
Banco Santander
SAN
$196B
$141K ﹤0.01%
+10,228
New +$127K
2026 Q2
0 quarters
WEN icon
380
Wendy's
WEN
$1.21B
$139K ﹤0.01%
16,761
– –
2025 Q4
2 quarters
HLN icon
381
Haleon
HLN
$41.5B
$125K ﹤0.01%
+13,380
New +$124K
2026 Q2
0 quarters
GRAB icon
382
Grab
GRAB
$12.2B
$42.6K ﹤0.01%
+11,295
New +$41.1K
2026 Q2
0 quarters
DG icon
383
Dollar General
DG
$27.6B
– –
-1,747
Closed -$207K –
EUSA icon
384
iShares MSCI USA Equal Weighted ETF
EUSA
$1.88B
– –
-4,554
Closed -$463K –
HSY icon
385
Hershey
HSY
$32.8B
– –
-964
Closed -$200K –
IBIT icon
386
iShares Bitcoin Trust
IBIT
$67B
– –
-10,300
Closed -$396K –
IWR icon
387
iShares Russell Mid-Cap ETF
IWR
$56.6B
– –
-3,580
Closed -$348K –
MDT icon
388
Medtronic
MDT
$119B
– –
-2,609
Closed -$226K –
SCHE icon
389
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
– –
-8,201
Closed -$270K –
TTD icon
390
Trade Desk
TTD
$5.75B
– –
-23,760
Closed -$539K –
VIOO icon
391
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.04B
– –
-2,319
Closed -$266K –
WDAY icon
392
Workday
WDAY
$44.8B
– –
-3,469
Closed -$451K –
12 13 14 15
16

Similar funds

JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.88B AUM 23.24% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
ACM
Aquatic Capital Management Chicago, Illinois $2.91B AUM 27.09% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

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 Miscellaneous at 60% of assets, down from 64% a quarter earlier, followed by Technology and Financials.

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.