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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
CSCO icon
76
Cisco
CSCO
$488B
$1.49M 0.07%
19,201
+2,539
+15% +$199K
IVV icon
77
iShares Core S&P 500 ETF
IVV
$904B
$1.46M 0.06%
2,229
+242
+12% +$165K
ORCL icon
78
Oracle
ORCL
$435B
$1.45M 0.06%
9,831
+1,303
+15% +$212K
FEZ icon
79
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$1.44M 0.06%
23,273
– –
TER icon
80
Teradyne
TER
$57.7B
$1.44M 0.06%
4,872
+68
+1% +$19K
KLAC icon
81
KLA
KLAC
$253B
$1.39M 0.06%
9,430
+2,380
+34% +$348K
MRK icon
82
Merck
MRK
$322B
$1.32M 0.06%
10,987
+1,879
+21% +$217K
VRT icon
83
Vertiv
VRT
$105B
$1.31M 0.06%
5,225
+275
+6% +$61K
SCHF icon
84
Schwab International Equity ETF
SCHF
$68.4B
$1.29M 0.06%
+52,061
New +$1.32M
MU icon
85
Micron Technology
MU
$994B
$1.26M 0.06%
3,733
+432
+13% +$169K
GE icon
86
GE Aerospace
GE
$379B
$1.25M 0.05%
4,396
+1,005
+30% +$316K
PG icon
87
Procter & Gamble
PG
$339B
$1.24M 0.05%
8,558
+394
+5% +$59.7K
WFC icon
88
Wells Fargo
WFC
$265B
$1.23M 0.05%
15,507
+3,066
+25% +$263K
TMO icon
89
Thermo Fisher Scientific
TMO
$220B
$1.18M 0.05%
2,410
+223
+10% +$121K
KO icon
90
Coca-Cola
KO
$374B
$1.16M 0.05%
15,292
+1,271
+9% +$96.1K
COP icon
91
ConocoPhillips
COP
$147B
$1.14M 0.05%
8,642
+2,611
+43% +$289K
XLF icon
92
State Street Financial Select Sector SPDR ETF
XLF
$58.9B
$1.11M 0.05%
22,488
– –
IJR icon
93
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.1M 0.05%
8,838
+4,270
+93% +$542K
PWV icon
94
Invesco Large Cap Value ETF
PWV
$1.77B
$1.07M 0.05%
+15,369
New +$1.06M
VB icon
95
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$1.07M 0.05%
4,074
+712
+21% +$193K
PM icon
96
Philip Morris
PM
$289B
$1.03M 0.05%
6,232
+1,119
+22% +$194K
IVW icon
97
iShares S&P 500 Growth ETF
IVW
$77.5B
$985K 0.04%
8,708
– –
ETN icon
98
Eaton
ETN
$173B
$969K 0.04%
2,710
+559
+26% +$199K
NEE icon
99
NextEra Energy
NEE
$176B
$946K 0.04%
10,184
+1,485
+17% +$132K
MCD icon
100
McDonald's
MCD
$193B
$944K 0.04%
3,039
+145
+5% +$46.2K
2 3
4
5 6

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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.