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
DHR icon
151
Danaher
DHR
$152B
$822K 0.03%
4,318
+1,170
+37% +$212K
VLO icon
152
Valero Energy
VLO
$98B
$819K 0.03%
3,144
+1,010
+47% +$249K
RCL icon
153
Royal Caribbean
RCL
$78.2B
$807K 0.03%
2,542
+610
+32% +$171K
HEFA icon
154
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.54B
$799K 0.03%
17,022
– –
GILD icon
155
Gilead Sciences
GILD
$184B
$799K 0.03%
6,321
+1,853
+41% +$244K
VV icon
156
Vanguard Morningstar Large-Cap ETF
VV
$54B
$789K 0.03%
2,295
+115
+5% +$38.4K
MCK icon
157
McKesson
MCK
$106B
$788K 0.03%
1,043
+248
+31% +$197K
AXON
158
Axon Enterprise
AXON
$49.8B
$781K 0.03%
1,394
+117
+9% +$49K
HWM icon
159
Howmet Aerospace
HWM
$105B
$781K 0.03%
2,906
+1,183
+69% +$304K
AEP icon
160
American Electric Power
AEP
$66.8B
$771K 0.03%
5,637
+2,054
+57% +$271K
BA icon
161
Boeing
BA
$167B
$766K 0.03%
3,539
+1,187
+50% +$264K
ISRG icon
162
Intuitive Surgical
ISRG
$131B
$763K 0.03%
1,918
+586
+44% +$256K
MSI icon
163
Motorola Solutions
MSI
$80.3B
$762K 0.03%
1,834
+533
+41% +$223K
SO icon
164
Southern Company
SO
$103B
$758K 0.03%
7,924
+2,224
+39% +$209K
SHOP icon
165
Shopify
SHOP
$198B
$758K 0.03%
6,640
+272
+4% +$31K
DUK icon
166
Duke Energy
DUK
$94.8B
$751K 0.03%
5,933
+2,465
+71% +$311K
CVS icon
167
CVS Health
CVS
$119B
$740K 0.03%
7,153
+3,128
+78% +$279K
DHI icon
168
D.R. Horton
DHI
$42.2B
$739K 0.03%
4,535
+1,411
+45% +$211K
DELL icon
169
Dell
DELL
$292B
$739K 0.03%
+1,712
New +$495K
MNST icon
170
Monster Beverage
MNST
$95.5B
$738K 0.03%
15,348
+3,700
+32% +$155K
SBUX icon
171
Starbucks
SBUX
$121B
$734K 0.03%
7,184
+1,878
+35% +$189K
HCA icon
172
HCA Healthcare
HCA
$92.8B
$733K 0.03%
1,881
+448
+31% +$189K
FTNT icon
173
Fortinet
FTNT
$113B
$714K 0.02%
4,648
+1,660
+56% +$192K
SPMD icon
174
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
$703K 0.02%
+10,404
New +$669K
SYK icon
175
Stryker
SYK
$127B
$701K 0.02%
2,228
+467
+27% +$147K
5 6
7
8 9

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.