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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
MPWR icon
176
Monolithic Power Systems
MPWR
$64.1B
$697K 0.02%
504
+56
+13% +$84.1K
FCX icon
177
Freeport-McMoran
FCX
$115B
$695K 0.02%
11,050
+4,107
+59% +$264K
EMR icon
178
Emerson Electric
EMR
$86.4B
$691K 0.02%
4,829
+1,643
+52% +$231K
SDY icon
179
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$690K 0.02%
4,536
– –
VO icon
180
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$689K 0.02%
+8,556
New +$663K
TFC icon
181
Truist Financial
TFC
$61.4B
$683K 0.02%
13,702
+5,912
+76% +$291K
ACWI icon
182
iShares MSCI ACWI ETF
ACWI
$33.3B
$681K 0.02%
4,337
– –
HCAT icon
183
Health Catalyst
HCAT
$119M
$676K 0.02%
339,515
– –
VWO icon
184
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$670K 0.02%
+11,224
New +$660K
HLT icon
185
Hilton Worldwide
HLT
$74.1B
$667K 0.02%
2,019
+557
+38% +$183K
MCO icon
186
Moody's
MCO
$88.9B
$653K 0.02%
1,442
+583
+68% +$262K
SHW icon
187
Sherwin-Williams
SHW
$85.1B
$653K 0.02%
1,896
+664
+54% +$212K
EQIX icon
188
Equinix
EQIX
$106B
$643K 0.02%
617
+213
+53% +$228K
WBS
189
DELISTED
Webster Financial
WBS
$642K 0.02%
8,407
– –
FITB
190
Fifth Third Bancorp
FITB
$49.8B
$636K 0.02%
11,283
+3,912
+53% +$198K
VZ icon
191
Verizon
VZ
$209B
$632K 0.02%
14,926
+3,253
+28% +$153K
AON icon
192
Aon
AON
$75.3B
$625K 0.02%
1,884
+731
+63% +$236K
WBD icon
193
Warner Bros
WBD
$72.5B
$625K 0.02%
23,428
+7,942
+51% +$215K
TMUS icon
194
T-Mobile US
TMUS
$195B
$622K 0.02%
3,709
+981
+36% +$186K
MRSH
195
Marsh
MRSH
$92.3B
$620K 0.02%
3,717
+641
+21% +$107K
TRV icon
196
Travelers Companies
TRV
$77.1B
$617K 0.02%
1,870
+854
+84% +$259K
F icon
197
Ford
F
$55.6B
$616K 0.02%
44,324
+8,623
+24% +$116K
WSC icon
198
WillScot Mobile Mini Holdings
WSC
$3.85B
$616K 0.02%
21,332
+1,332
+7% +$32.2K
WMB icon
199
Williams Companies
WMB
$86.9B
$606K 0.02%
8,157
+2,119
+35% +$156K
IDXX icon
200
Idexx Laboratories
IDXX
$43.3B
$606K 0.02%
1,151
+120
+12% +$67.3K
6 7
8
9 10

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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.