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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
V icon
51
Visa
V
$671B
$3.23M 0.14%
10,672
+1,761
+20% +$566K
VOO icon
52
Vanguard S&P 500 ETF
VOO
$1.03T
$3.18M 0.14%
5,326
-620
-10% -$388K
SCHX icon
53
Schwab US Large- Cap ETF
SCHX
$74.5B
$3.1M 0.14%
+120,998
New +$3.25M
QQQ icon
54
Invesco QQQ Trust
QQQ
$480B
$3.09M 0.14%
5,355
+304
+6% +$185K
UBER icon
55
Uber
UBER
$158B
$2.89M 0.13%
40,210
-695
-2% -$53.5K
COST icon
56
Costco
COST
$421B
$2.71M 0.12%
2,719
+400
+17% +$390K
VIG icon
57
Vanguard Dividend Appreciation ETF
VIG
$114B
$2.68M 0.12%
12,442
-134
-1% -$29.9K
VTI icon
58
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$2.57M 0.11%
8,011
– –
WMT icon
59
Walmart Inc
WMT
$891B
$2.45M 0.11%
19,748
+3,114
+19% +$382K
JNJ icon
60
Johnson & Johnson
JNJ
$625B
$2.41M 0.11%
9,865
+1,228
+14% +$286K
OEF icon
61
iShares S&P 100 ETF
OEF
$20.5B
$2.23M 0.1%
6,998
+68
+1% +$22.8K
GS icon
62
Goldman Sachs
GS
$301B
$2.19M 0.1%
2,593
+425
+20% +$379K
CAT icon
63
Caterpillar
CAT
$386B
$2.11M 0.09%
2,976
+576
+24% +$399K
CVX icon
64
Chevron
CVX
$381B
$1.95M 0.09%
9,411
+2,722
+41% +$496K
HD icon
65
Home Depot
HD
$348B
$1.93M 0.09%
5,874
+1,211
+26% +$441K
TJX icon
66
TJX Companies
TJX
$176B
$1.89M 0.08%
11,836
+1,264
+12% +$197K
ABBV icon
67
AbbVie
ABBV
$434B
$1.88M 0.08%
8,654
+950
+12% +$211K
INDB icon
68
Independent Bank
INDB
$3.95B
$1.84M 0.08%
24,500
– –
AMLP icon
69
Alerian MLP ETF
AMLP
$13.2B
$1.84M 0.08%
34,908
– –
MS icon
70
Morgan Stanley
MS
$338B
$1.77M 0.08%
10,781
+1,394
+15% +$241K
LIN icon
71
Linde
LIN
$225B
$1.77M 0.08%
3,575
+877
+33% +$414K
LRCX icon
72
Lam Research
LRCX
$385B
$1.74M 0.08%
8,150
+1,396
+21% +$312K
AMD icon
73
Advanced Micro Devices
AMD
$777B
$1.6M 0.07%
7,883
+1,034
+15% +$221K
IJH icon
74
iShares Core S&P Mid-Cap ETF
IJH
$127B
$1.57M 0.07%
23,175
+11,580
+100% +$803K
AMAT icon
75
Applied Materials
AMAT
$420B
$1.51M 0.07%
4,408
+505
+13% +$170K
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.