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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
MA icon
26
Mastercard
MA
$491B
$19.6M 0.86%
39,224
+3,170
+9% +$1.67M
GOOG icon
27
Alphabet (Google) Class C
GOOG
$4.33T
$17.9M 0.79%
62,356
+25,808
+71% +$8.11M
SPGI icon
28
S&P Global
SPGI
$121B
$17.8M 0.78%
41,917
+2,475
+6% +$1.15M
CRWD icon
29
CrowdStrike
CRWD
$229B
$16.3M 0.72%
166,548
+18,216
+12% +$1.93M
ADP icon
30
Automatic Data Processing
ADP
$108B
$16.1M 0.71%
79,164
+5,944
+8% +$1.36M
T icon
31
AT&T
T
$165B
$13.8M 0.61%
476,776
+32,727
+7% +$874K
VONG icon
32
Vanguard Russell 1000 Growth ETF
VONG
$45.7B
$13.7M 0.6%
124,767
+3,473
+3% +$406K
FER icon
33
Ferrovial N.V. Ordinary Shares
FER
$47.2B
$13.1M 0.58%
207,244
+13,074
+7% +$880K
UNH icon
34
UnitedHealth
UNH
$372B
$13M 0.57%
48,061
+1,906
+4% +$568K
VONV icon
35
Vanguard Russell 1000 Value ETF
VONV
$22B
$12.1M 0.53%
128,633
+7,380
+6% +$709K
AVGO icon
36
Broadcom
AVGO
$2.02T
$12M 0.53%
38,684
+15,625
+68% +$5.14M
DDOG icon
37
Datadog
DDOG
$92B
$10.1M 0.45%
85,829
+7,162
+9% +$884K
NU icon
38
Nu Holdings
NU
$67.5B
$10.1M 0.44%
699,487
+60,804
+10% +$986K
PANW icon
39
Palo Alto Networks
PANW
$311B
$9.93M 0.44%
61,964
+6,980
+13% +$1.17M
ITOT icon
40
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$9.69M 0.43%
68,023
+8,937
+15% +$1.33M
TH icon
41
Target Hospitality
TH
$1.63B
$8.42M 0.37%
907,322
+15,000
+2% +$119K
NOW icon
42
ServiceNow
NOW
$132B
$7.22M 0.32%
69,040
+7,768
+13% +$914K
CRM icon
43
Salesforce
CRM
$162B
$6.98M 0.31%
37,418
+4,472
+14% +$927K
NFLX icon
44
Netflix
NFLX
$315B
$6.06M 0.27%
62,993
+44,206
+235% +$3.9M
TSLA icon
45
Tesla
TSLA
$1.3T
$5.24M 0.23%
14,101
+1,923
+16% +$792K
PLTR icon
46
Palantir
PLTR
$422B
$4.92M 0.22%
33,605
+642
+2% +$98.2K
BRK.A icon
47
Berkshire Hathaway Class A
BRK.A
$1.14T
$4.31M 0.19%
6
– –
VYM icon
48
Vanguard High Dividend Yield ETF
VYM
$83.7B
$4.01M 0.18%
27,057
+5,816
+27% +$874K
LLY icon
49
Eli Lilly
LLY
$1.09T
$3.65M 0.16%
3,963
+617
+18% +$626K
XOM icon
50
ExxonMobil
XOM
$663B
$3.44M 0.15%
20,269
+3,416
+20% +$499K
1
2
3 4 5

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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.