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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
IVE icon
151
iShares S&P 500 Value ETF
IVE
$50B
$562K 0.02%
2,660
+336
+14% +$72.8K
USB icon
152
US Bancorp
USB
$100B
$558K 0.02%
10,738
+4,121
+62% +$226K
AZN icon
153
AstraZeneca
AZN
$251B
$558K 0.02%
2,883
+1,729
+150% +$333K
SO icon
154
Southern Company
SO
$105B
$550K 0.02%
5,700
+1,440
+34% +$133K
AXON
155
Axon Enterprise
AXON
$48.4B
$542K 0.02%
1,277
+53
+4% +$27.5K
TTD icon
156
Trade Desk
TTD
$6.29B
$539K 0.02%
23,760
-116,824
-83% -$3.37M
INTU icon
157
Intuit
INTU
$91.5B
$535K 0.02%
1,238
-9
-0.7% -$4.29K
KR icon
158
Kroger
KR
$34.6B
$535K 0.02%
7,394
-742
-9% -$50.2K
MRSH
159
Marsh
MRSH
$91B
$534K 0.02%
3,076
+936
+44% +$168K
CMI icon
160
Cummins
CMI
$87.4B
$533K 0.02%
991
+145
+17% +$82.1K
RCL icon
161
Royal Caribbean
RCL
$82.4B
$532K 0.02%
1,932
+388
+25% +$116K
CDNS icon
162
Cadence Design Systems
CDNS
$91.4B
$530K 0.02%
1,909
+164
+9% +$48.9K
VLO icon
163
Valero Energy
VLO
$90.7B
$527K 0.02%
2,134
+632
+42% +$130K
PNC icon
164
PNC Financial Services
PNC
$100B
$525K 0.02%
2,523
+1,176
+87% +$256K
DIS icon
165
Walt Disney
DIS
$178B
$516K 0.02%
5,358
+962
+22% +$102K
CMCSA icon
166
Comcast
CMCSA
$89.4B
$508K 0.02%
17,703
+10,384
+142% +$311K
MAR icon
167
Marriott International
MAR
$90.9B
$503K 0.02%
1,537
+648
+73% +$213K
ACN icon
168
Accenture
ACN
$109B
$496K 0.02%
2,501
+186
+8% +$43.3K
BKNG icon
169
Booking.com
BKNG
$160B
$493K 0.02%
2,925
+1,025
+54% +$189K
MPWR icon
170
Monolithic Power Systems
MPWR
$67.9B
$490K 0.02%
448
+105
+31% +$115K
INTC icon
171
Intel
INTC
$492B
$485K 0.02%
10,992
+1,130
+11% +$51.8K
SCHB icon
172
Schwab US Broad Market ETF
SCHB
$44.8B
$482K 0.02%
19,185
– –
SBUX icon
173
Starbucks
SBUX
$119B
$475K 0.02%
5,306
+946
+22% +$89.5K
AEP icon
174
American Electric Power
AEP
$66.9B
$470K 0.02%
3,583
+686
+24% +$85.8K
BA icon
175
Boeing
BA
$184B
$468K 0.02%
2,352
+640
+37% +$146K
5 6
7
8 9

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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.