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 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
UBER icon
51
Uber
UBER
$150B
$3.34M 0.15%
+40,905
V icon
52
Visa
V
$602B
$3.13M 0.14%
+8,911
QQQ icon
53
Invesco QQQ Trust
QQQ
$403B
$3.1M 0.14%
+5,051
VYM icon
54
Vanguard High Dividend Yield ETF
VYM
$74.6B
$3.05M 0.14%
+21,241
VIG icon
55
Vanguard Dividend Appreciation ETF
VIG
$105B
$2.76M 0.13%
+12,576
VTI icon
56
Vanguard Total Stock Market ETF
VTI
$588B
$2.69M 0.12%
+8,011
OEF icon
57
iShares S&P 100 ETF
OEF
$29B
$2.38M 0.11%
+6,930
XOM icon
58
Exxon Mobil
XOM
$623B
$2.03M 0.09%
+16,853
COST icon
59
Costco
COST
$442B
$2M 0.09%
+2,319
GS icon
60
Goldman Sachs
GS
$276B
$1.91M 0.09%
+2,168
WMT icon
61
Walmart Inc
WMT
$1T
$1.85M 0.09%
+16,634
INDB icon
62
Independent Bank
INDB
$3.97B
$1.79M 0.08%
+24,500
JNJ icon
63
Johnson & Johnson
JNJ
$591B
$1.79M 0.08%
+8,637
NFLX icon
64
Netflix
NFLX
$349B
$1.76M 0.08%
+18,787
ABBV icon
65
AbbVie
ABBV
$401B
$1.76M 0.08%
+7,704
MS icon
66
Morgan Stanley
MS
$275B
$1.67M 0.08%
+9,387
ORCL icon
67
Oracle
ORCL
$425B
$1.66M 0.08%
+8,528
AMLP icon
68
Alerian MLP ETF
AMLP
$11.7B
$1.64M 0.08%
+34,908
TJX icon
69
TJX Companies
TJX
$173B
$1.62M 0.07%
+10,572
HD icon
70
Home Depot
HD
$374B
$1.6M 0.07%
+4,663
FEZ icon
71
State Street SPDR EURO STOXX 50 ETF
FEZ
$5.44B
$1.5M 0.07%
+23,273
AMD icon
72
Advanced Micro Devices
AMD
$344B
$1.47M 0.07%
+6,849
CAT icon
73
Caterpillar
CAT
$357B
$1.37M 0.06%
+2,400
IVV icon
74
iShares Core S&P 500 ETF
IVV
$761B
$1.36M 0.06%
+1,987
CSCO icon
75
Cisco
CSCO
$313B
$1.28M 0.06%
+16,662