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
VRT icon
101
Vertiv
VRT
$100B
$802K 0.04%
+4,950
COF icon
102
Capital One
COF
$129B
$789K 0.04%
+3,254
IJH icon
103
iShares Core S&P Mid-Cap ETF
IJH
$112B
$765K 0.04%
+11,595
APH icon
104
Amphenol
APH
$188B
$736K 0.03%
+5,447
DHR icon
105
Danaher
DHR
$148B
$732K 0.03%
+3,199
IBM icon
106
IBM
IBM
$222B
$729K 0.03%
+2,462
NEE icon
107
NextEra Energy
NEE
$198B
$698K 0.03%
+8,699
VEU icon
108
Vanguard FTSE All-World ex-US ETF
VEU
$61.9B
$697K 0.03%
+9,480
AXON icon
109
Axon Enterprise
AXON
$41.3B
$695K 0.03%
+1,224
LOW icon
110
Lowe's Companies
LOW
$148B
$686K 0.03%
+2,846
ETN icon
111
Eaton
ETN
$145B
$685K 0.03%
+2,151
ISRG icon
112
Intuitive Surgical
ISRG
$180B
$675K 0.03%
+1,191
VRDN icon
113
Viridian Therapeutics
VRDN
$2.76B
$666K 0.03%
+21,400
AMGN icon
114
Amgen
AMGN
$207B
$657K 0.03%
+2,006
PH icon
115
Parker-Hannifin
PH
$128B
$637K 0.03%
+725
IDXX icon
116
Idexx Laboratories
IDXX
$52.5B
$633K 0.03%
+936
SCHW icon
117
Charles Schwab
SCHW
$169B
$632K 0.03%
+6,322
SDY icon
118
State Street SPDR S&P Dividend ETF
SDY
$21.9B
$631K 0.03%
+4,536
ACN icon
119
Accenture
ACN
$118B
$621K 0.03%
+2,315
ACWI icon
120
iShares MSCI ACWI ETF
ACWI
$28.3B
$614K 0.03%
+4,337
ADBE icon
121
Adobe
ADBE
$106B
$604K 0.03%
+1,726
C icon
122
Citigroup
C
$200B
$595K 0.03%
+5,096
APP icon
123
Applovin
APP
$143B
$584K 0.03%
+867
SYK icon
124
Stryker
SYK
$147B
$580K 0.03%
+1,651
ANET icon
125
Arista Networks
ANET
$167B
$574K 0.03%
+4,382