7WCP

71 West Capital Partners Portfolio holdings

AUM $2.27B
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
$2.27B
AUM Growth
+$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$26.9M
3
+$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

1
+$4.61M
2
+$3.37M
3
+$584K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$388K
5
ELV icon
Elevance Health
ELV
+$269K

Sector Composition

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
GEV icon
101
GE Vernova
GEV
$288B
$933K 0.04%
1,069
+314
GLW icon
102
Corning
GLW
$169B
$922K 0.04%
6,779
+380
AXP icon
103
American Express
AXP
$212B
$914K 0.04%
3,022
+762
ABT icon
104
Abbott
ABT
$151B
$912K 0.04%
8,883
+954
PEP icon
105
PepsiCo
PEP
$199B
$902K 0.04%
5,810
+167
LOW icon
106
Lowe's Companies
LOW
$119B
$897K 0.04%
3,798
+952
NUE icon
107
Nucor
NUE
$54.7B
$880K 0.04%
5,205
+280
SCHW icon
108
Charles Schwab
SCHW
$155B
$861K 0.04%
9,160
+2,838
UNP icon
109
Union Pacific
UNP
$161B
$839K 0.04%
3,458
+1,312
SNOW icon
110
Snowflake
SNOW
$61.6B
$823K 0.04%
5,455
+250
APH icon
111
Amphenol
APH
$172B
$820K 0.04%
6,487
+1,040
AMGN icon
112
Amgen
AMGN
$181B
$803K 0.04%
2,283
+277
PH icon
113
Parker-Hannifin
PH
$109B
$802K 0.04%
896
+171
DE icon
114
Deere & Co
DE
$143B
$797K 0.04%
1,415
+228
COF icon
115
Capital One
COF
$116B
$774K 0.03%
4,241
+987
SHOP icon
116
Shopify
SHOP
$136B
$755K 0.03%
6,368
+645
ADI icon
117
Analog Devices
ADI
$205B
$745K 0.03%
2,342
+646
C icon
118
Citigroup
C
$216B
$744K 0.03%
6,560
+1,464
ORLY icon
119
O'Reilly Automotive
ORLY
$74.5B
$740K 0.03%
8,019
+3,203
VEU icon
120
Vanguard FTSE All-World ex-US ETF
VEU
$66.5B
$736K 0.03%
9,799
+319
PWR icon
121
Quanta Services
PWR
$111B
$725K 0.03%
1,321
+189
HEFA icon
122
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.17B
$723K 0.03%
+17,022
MPC icon
123
Marathon Petroleum
MPC
$72.4B
$711K 0.03%
2,910
+859
TXN icon
124
Texas Instruments
TXN
$296B
$698K 0.03%
3,594
+816
VRTX icon
125
Vertex Pharmaceuticals
VRTX
$111B
$696K 0.03%
1,558
+358
3 4
5
6 7