We are live on ! Find out more
7WCP

71 West Capital Partners Portfolio holdings

AUM $2.89B
This Fund
S&P 500
This Quarter Est. Return
+22.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.89B
AUM Growth
+$619M
Cap. Flow
+$195M
Cap. Flow %
6.74%
Top 10 Hldgs %
58.34%
Holding
392
New
79
Increased
257
Reduced
20
Closed
10

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$18M
2
NVDA icon
NVIDIA
NVDA
+$11.9M
3
AAPL icon
Apple
AAPL
+$10M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.79M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.33M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.74M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$623K
5
TTD icon
Trade Desk
TTD
+$539K

Sector Composition

Rank Sector Weight
1 Technology 17.99%
2 Financials 7.91%
3 Communication Services 4.32%
4 Industrials 3.61%
5 Healthcare 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
76
Linde
LIN
$225B
$2.66M 0.09%
5,135
+1,560
+44% +$790K
GEV icon
77
GE Vernova
GEV
$247B
$2.62M 0.09%
2,231
+1,162
+109% +$1.19M
TER icon
78
Teradyne
TER
$57.3B
$2.39M 0.08%
4,948
+76
+2% +$28.7K
PG icon
79
Procter & Gamble
PG
$338B
$2.31M 0.08%
15,753
+7,195
+84% +$1.05M
APH icon
80
Amphenol
APH
$196B
$2.11M 0.07%
11,941
+5,454
+84% +$786K
INDB icon
81
Independent Bank
INDB
$3.94B
$2.09M 0.07%
24,953
+453
+2% +$35.9K
MRK icon
82
Merck
MRK
$386B
$2.06M 0.07%
16,058
+5,071
+46% +$594K
TJX icon
83
TJX Companies
TJX
$154B
$2.06M 0.07%
13,596
+1,760
+15% +$278K
GLW icon
84
Corning
GLW
$127B
$2M 0.07%
7,816
+1,037
+15% +$189K
WFC icon
85
Wells Fargo
WFC
$256B
$1.99M 0.07%
24,134
+8,627
+56% +$693K
ORCL icon
86
Oracle
ORCL
$417B
$1.96M 0.07%
13,384
+3,553
+36% +$644K
ETN icon
87
Eaton
ETN
$159B
$1.95M 0.07%
4,573
+1,863
+69% +$751K
CVX icon
88
Chevron
CVX
$392B
$1.93M 0.07%
11,630
+2,219
+24% +$413K
VRT icon
89
Vertiv
VRT
$98.5B
$1.82M 0.06%
5,423
+198
+4% +$62.8K
AMLP icon
90
Alerian MLP ETF
AMLP
$13.2B
$1.81M 0.06%
34,928
+20
+0.1% +$1.05K
NBIS
91
Nebius Group N.V.
NBIS
$60.3B
$1.77M 0.06%
6,416
+3,652
+132% +$723K
IJH icon
92
iShares Core S&P Mid-Cap ETF
IJH
$125B
$1.77M 0.06%
22,933
-242
-1% -$17.8K
BE icon
93
Bloom Energy
BE
$64B
$1.75M 0.06%
5,773
+1,113
+24% +$285K
KO icon
94
Coca-Cola
KO
$394B
$1.67M 0.06%
20,518
+5,226
+34% +$413K
PM icon
95
Philip Morris
PM
$302B
$1.66M 0.06%
9,197
+2,965
+48% +$514K
TMO icon
96
Thermo Fisher Scientific
TMO
$232B
$1.66M 0.06%
3,316
+906
+38% +$435K
FEZ icon
97
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$1.6M 0.06%
23,273
– –
STX icon
98
Seagate
STX
$186B
$1.58M 0.05%
1,639
+534
+48% +$407K
AXP icon
99
American Express
AXP
$227B
$1.58M 0.05%
4,674
+1,652
+55% +$529K
WDC icon
100
Western Digital
WDC
$163B
$1.58M 0.05%
2,468
+148
+6% +$72K
2 3
4
5 6

Similar funds

JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AF
Aviso Financial Toronto, Ontario, Canada $2.88B AUM 23.24% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
ACM
Aquatic Capital Management Chicago, Illinois $2.91B AUM 27.09% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

71 West Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, 71 West Capital Partners held 392 positions worth $2.89B, up 27% from $2.27B the previous quarter. Its ten largest holdings account for 58% of the portfolio.

71 West Capital Partners deployed $195M of net new capital in Q2 2026, opening 79 new positions and adding to 257 existing holdings. Its largest new stake was Roivant Sciences: 43,164 shares worth $1.53M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $3.33M trimmed.

  • 71 West Capital Partners's largest Q2 2026 buy was Roivant Sciences: 43,164 shares worth $1.53M.
  • 71 West Capital Partners added most to iShares Core MSCI EAFE ETF in Q2 2026, an estimated $18M increase.
  • 71 West Capital Partners's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $3.33M.
  • 71 West Capital Partners fully exited Trade Desk in Q2 2026, selling an estimated $539K.
  • 71 West Capital Partners's ten largest holdings make up 58% of its $2.89B portfolio in Q2 2026.
  • 71 West Capital Partners opened 79 new positions and closed 10 in Q2 2026.
  • 71 West Capital Partners's portfolio value rose 27% quarter-over-quarter to $2.89B.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.