7WCP

71 West Capital Partners Portfolio holdings

AUM $2.17B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.17B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$386M
2
+$236M
3
+$152M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$116M
5
VUG icon
Vanguard Growth ETF
VUG
+$111M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.2%
2 Financials 8.87%
3 Communication Services 4.01%
4 Industrials 2.83%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.59T
$20.3M 0.93%
+30,709
ADP icon
27
Automatic Data Processing
ADP
$76B
$18.8M 0.87%
+73,220
CRWD icon
28
CrowdStrike
CRWD
$96.1B
$17.4M 0.8%
+37,083
ASML icon
29
ASML
ASML
$570B
$17.3M 0.79%
+16,135
UNH icon
30
UnitedHealth
UNH
$276B
$15.2M 0.7%
+46,155
VONG icon
31
Vanguard Russell 1000 Growth ETF
VONG
$39.2B
$14.8M 0.68%
+121,294
FER icon
32
Ferrovial SE
FER
$51.2B
$12.5M 0.57%
+192,313
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.82T
$11.5M 0.53%
+36,548
VONV icon
34
Vanguard Russell 1000 Value ETF
VONV
$17.4B
$11.2M 0.51%
+121,253
T icon
35
AT&T
T
$185B
$11M 0.51%
+444,049
DDOG icon
36
Datadog
DDOG
$37.3B
$10.7M 0.49%
+78,667
NU icon
37
Nu Holdings
NU
$72.7B
$10.7M 0.49%
+638,683
PANW icon
38
Palo Alto Networks
PANW
$126B
$10.1M 0.47%
+54,984
NOW icon
39
ServiceNow
NOW
$86B
$9.39M 0.43%
+61,272
ITOT icon
40
iShares Core S&P Total US Stock Market ETF
ITOT
$83.4B
$8.79M 0.4%
+59,086
CRM icon
41
Salesforce
CRM
$152B
$8.73M 0.4%
+32,946
AVGO icon
42
Broadcom
AVGO
$1.76T
$7.98M 0.37%
+23,059
TH icon
43
Target Hospitality
TH
$1.44B
$7.15M 0.33%
+892,322
WDAY icon
44
Workday
WDAY
$28.9B
$6.98M 0.32%
+32,513
PLTR icon
45
Palantir
PLTR
$306B
$5.86M 0.27%
+32,963
TSLA icon
46
Tesla
TSLA
$1.31T
$5.48M 0.25%
+12,178
TTD icon
47
Trade Desk
TTD
$9.56B
$5.34M 0.25%
+140,584
BRK.A icon
48
Berkshire Hathaway Class A
BRK.A
$1.04T
$4.53M 0.21%
+6
VOO icon
49
Vanguard S&P 500 ETF
VOO
$854B
$3.73M 0.17%
+5,946
LLY icon
50
Eli Lilly
LLY
$839B
$3.6M 0.17%
+3,346
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