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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
EUSA icon
176
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$463K 0.02%
+4,554
New +$481K
NEM icon
177
Newmont
NEM
$124B
$458K 0.02%
4,230
+474
+13% +$54.6K
DUK icon
178
Duke Energy
DUK
$94.5B
$454K 0.02%
3,468
+655
+23% +$81.9K
WDAY icon
179
Workday
WDAY
$45.5B
$451K 0.02%
3,469
-29,044
-89% -$4.61M
CEG icon
180
Constellation Energy
CEG
$95.8B
$446K 0.02%
1,598
+275
+21% +$83.6K
HLT icon
181
Hilton Worldwide
HLT
$70B
$445K 0.02%
1,462
+434
+42% +$132K
WMB icon
182
Williams Companies
WMB
$87.9B
$439K 0.02%
6,038
+504
+9% +$34.9K
QCOM icon
183
Qualcomm
QCOM
$170B
$433K 0.02%
3,365
+142
+4% +$20.7K
STX icon
184
Seagate
STX
$182B
$433K 0.02%
1,105
+224
+25% +$85.5K
HCAT icon
185
Health Catalyst
HCAT
$127M
$431K 0.02%
339,515
+179,466
+112% +$338K
DHI icon
186
D.R. Horton
DHI
$41B
$429K 0.02%
3,124
+927
+42% +$140K
WBD icon
187
Warner Bros
WBD
$67.4B
$425K 0.02%
15,486
+7,172
+86% +$201K
MNST icon
188
Monster Beverage
MNST
$89.6B
$422K 0.02%
5,824
+678
+13% +$53.5K
VRDN icon
189
Viridian Therapeutics
VRDN
$2.61B
$419K 0.02%
21,400
– –
EMR icon
190
Emerson Electric
EMR
$88.5B
$417K 0.02%
3,186
+530
+20% +$76.2K
F icon
191
Ford
F
$55.8B
$412K 0.02%
35,701
+5,059
+17% +$66.6K
FCX icon
192
Freeport-McMoran
FCX
$98.7B
$408K 0.02%
6,943
+1,733
+33% +$105K
URI icon
193
United Rentals
URI
$70.8B
$406K 0.02%
557
+78
+16% +$65.5K
ALL icon
194
Allstate
ALL
$68.2B
$405K 0.02%
1,954
+487
+33% +$99.8K
ICE icon
195
Intercontinental Exchange
ICE
$84.5B
$405K 0.02%
2,575
+702
+37% +$115K
COR icon
196
Cencora
COR
$62B
$398K 0.02%
1,266
+157
+14% +$54.8K
CI icon
197
Cigna
CI
$73.6B
$397K 0.02%
1,490
+431
+41% +$119K
HWM icon
198
Howmet Aerospace
HWM
$113B
$397K 0.02%
1,723
+213
+14% +$49.6K
EQIX icon
199
Equinix
EQIX
$103B
$396K 0.02%
404
+76
+23% +$67.6K
IBIT icon
200
iShares Bitcoin Trust
IBIT
$47.6B
$396K 0.02%
+10,300
New +$446K
6 7
8
9 10

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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.