7WCP
71 West Capital Partners Portfolio holdings
AUM
$2.27B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$2.27B
AUM Growth
+$99M
(+4.6%)
Holding
317
Top Buys
| 1 | +$30M | |
| 2 | +$26.9M | |
| 3 | +$10.5M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.29M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$8.63M |
Top Sells
| 1 | +$4.61M | |
| 2 | +$3.37M | |
| 3 | +$584K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$388K |
| 5 |
Elevance Health
ELV
|
+$269K |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
51
Visa
V
$621B
| $3.23M | 0.14% |
10,672
+1,761
|
|
||
|
52
Vanguard S&P 500 ETF
VOO
$969B
| $3.18M | 0.14% |
5,326
-620
|
|
||
53
Schwab US Large- Cap ETF
SCHX
$71.9B
| $3.1M | 0.14% |
+120,998
|
|
||
54
Invesco QQQ Trust
QQQ
$487B
| $3.09M | 0.14% |
5,355
+304
|
|
||
55
Uber
UBER
$143B
| $2.89M | 0.13% |
40,210
-695
|
|
||
56
Costco
COST
$445B
| $2.71M | 0.12% |
2,719
+400
|
|
||
57
Vanguard Dividend Appreciation ETF
VIG
$108B
| $2.68M | 0.12% |
12,442
-134
|
|
||
58
Vanguard Total Stock Market ETF
VTI
$651B
| $2.57M | 0.11% |
8,011
|
|
||
59
Walmart Inc
WMT
$945B
| $2.45M | 0.11% |
19,748
+3,114
|
|
||
60
Johnson & Johnson
JNJ
$554B
| $2.41M | 0.11% |
9,865
+1,228
|
|
||
61
iShares S&P 100 ETF
OEF
$20.4B
| $2.23M | 0.1% |
6,998
+68
|
|
||
62
Goldman Sachs
GS
$293B
| $2.19M | 0.1% |
2,593
+425
|
|
||
63
Caterpillar
CAT
$418B
| $2.11M | 0.09% |
2,976
+576
|
|
||
64
Chevron
CVX
$368B
| $1.95M | 0.09% |
9,411
+2,722
|
|
||
65
Home Depot
HD
$309B
| $1.93M | 0.09% |
5,874
+1,211
|
|
||
66
TJX Companies
TJX
$176B
| $1.89M | 0.08% |
11,836
+1,264
|
|
||
67
AbbVie
ABBV
$377B
| $1.88M | 0.08% |
8,654
+950
|
|
||
68
Independent Bank
INDB
$3.86B
| $1.84M | 0.08% |
24,500
|
|
||
69
Alerian MLP ETF
AMLP
$12.6B
| $1.84M | 0.08% |
34,908
|
|
||
70
Morgan Stanley
MS
$318B
| $1.77M | 0.08% |
10,781
+1,394
|
|
||
71
Linde
LIN
$238B
| $1.77M | 0.08% |
3,575
+877
|
|
||
72
Lam Research
LRCX
$404B
| $1.74M | 0.08% |
8,150
+1,396
|
|
||
73
Advanced Micro Devices
AMD
$822B
| $1.6M | 0.07% |
7,883
+1,034
|
|
||
74
iShares Core S&P Mid-Cap ETF
IJH
$119B
| $1.57M | 0.07% |
23,175
+11,580
|
|
||
75
Applied Materials
AMAT
$361B
| $1.51M | 0.07% |
4,408
+505
|
|