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
EUSA icon
176
iShares MSCI USA Equal Weighted ETF
EUSA
$1.64B
$463K 0.02%
+4,554
NEM icon
177
Newmont
NEM
$119B
$458K 0.02%
4,230
+474
DUK icon
178
Duke Energy
DUK
$97.4B
$454K 0.02%
3,468
+655
WDAY icon
179
Workday
WDAY
$30.6B
$451K 0.02%
3,469
-29,044
CEG icon
180
Constellation Energy
CEG
$109B
$446K 0.02%
1,598
+275
HLT icon
181
Hilton Worldwide
HLT
$73.7B
$445K 0.02%
1,462
+434
WMB icon
182
Williams Companies
WMB
$93.4B
$439K 0.02%
6,038
+504
QCOM icon
183
Qualcomm
QCOM
$262B
$433K 0.02%
3,365
+142
STX icon
184
Seagate
STX
$190B
$433K 0.02%
1,105
+224
HCAT icon
185
Health Catalyst
HCAT
$93.1M
$431K 0.02%
339,515
+179,466
DHI icon
186
D.R. Horton
DHI
$41.3B
$429K 0.02%
3,124
+927
WBD icon
187
Warner Bros
WBD
$67.7B
$425K 0.02%
15,486
+7,172
MNST icon
188
Monster Beverage
MNST
$85.5B
$422K 0.02%
5,824
+678
VRDN icon
189
Viridian Therapeutics
VRDN
$1.88B
$419K 0.02%
21,400
EMR icon
190
Emerson Electric
EMR
$79B
$417K 0.02%
3,186
+530
F icon
191
Ford
F
$61B
$412K 0.02%
35,701
+5,059
FCX icon
192
Freeport-McMoran
FCX
$92.5B
$408K 0.02%
6,943
+1,733
URI icon
193
United Rentals
URI
$60.3B
$406K 0.02%
557
+78
ALL icon
194
Allstate
ALL
$54.8B
$405K 0.02%
1,954
+487
ICE icon
195
Intercontinental Exchange
ICE
$85.2B
$405K 0.02%
2,575
+702
COR icon
196
Cencora
COR
$52.7B
$398K 0.02%
1,266
+157
CI icon
197
Cigna
CI
$74.3B
$397K 0.02%
1,490
+431
HWM icon
198
Howmet Aerospace
HWM
$105B
$397K 0.02%
1,723
+213
EQIX icon
199
Equinix
EQIX
$106B
$396K 0.02%
404
+76
IBIT icon
200
iShares Bitcoin Trust
IBIT
$61.2B
$396K 0.02%
+10,300