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
USB icon
176
US Bancorp
USB
$87.2B
$353K 0.02%
+6,617
EMR icon
177
Emerson Electric
EMR
$83.4B
$353K 0.02%
+2,656
VXF icon
178
Vanguard Extended Market ETF
VXF
$26.2B
$350K 0.02%
+1,673
WSO icon
179
Watsco Inc
WSO
$16.5B
$347K 0.02%
+1,030
AMP icon
180
Ameriprise Financial
AMP
$43.7B
$339K 0.02%
+692
SNPS icon
181
Synopsys
SNPS
$85.9B
$338K 0.02%
+719
AEP icon
182
American Electric Power
AEP
$71.6B
$334K 0.02%
+2,897
MPC icon
183
Marathon Petroleum
MPC
$57.8B
$334K 0.02%
+2,051
WMB icon
184
Williams Companies
WMB
$90.4B
$333K 0.02%
+5,534
WDC icon
185
Western Digital
WDC
$98.6B
$330K 0.02%
+1,916
DUK icon
186
Duke Energy
DUK
$100B
$330K 0.02%
+2,813
IWM icon
187
iShares Russell 2000 ETF
IWM
$75.7B
$327K 0.02%
+1,327
ADSK icon
188
Autodesk
ADSK
$47.7B
$326K 0.02%
+1,102
GM icon
189
General Motors
GM
$74.5B
$324K 0.01%
+3,990
BX icon
190
Blackstone
BX
$92.6B
$324K 0.01%
+2,104
AFL icon
191
Aflac
AFL
$58.3B
$320K 0.01%
+2,905
DHI icon
192
D.R. Horton
DHI
$45.6B
$316K 0.01%
+2,197
MPWR icon
193
Monolithic Power Systems
MPWR
$60B
$311K 0.01%
+343
HWM icon
194
Howmet Aerospace
HWM
$104B
$310K 0.01%
+1,510
NXPI icon
195
NXP Semiconductors
NXPI
$59.2B
$309K 0.01%
+1,422
MSCI icon
196
MSCI
MSCI
$40.9B
$306K 0.01%
+534
ALL icon
197
Allstate
ALL
$54.4B
$305K 0.01%
+1,467
ICE icon
198
Intercontinental Exchange
ICE
$91.1B
$303K 0.01%
+1,873
IYW icon
199
iShares US Technology ETF
IYW
$20.2B
$302K 0.01%
+1,511
WEC icon
200
WEC Energy
WEC
$37.6B
$300K 0.01%
+2,843