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
SHW icon
201
Sherwin-Williams
SHW
$76.8B
$395K 0.02%
1,232
+312
GM icon
202
General Motors
GM
$71.9B
$385K 0.02%
5,169
+1,179
AFL icon
203
Aflac
AFL
$59.5B
$381K 0.02%
3,470
+565
NSC icon
204
Norfolk Southern
NSC
$71.9B
$379K 0.02%
1,322
+560
BNY
205
Bank of New York Mellon
BNY
$96.8B
$377K 0.02%
3,180
+605
OKE icon
206
Oneok
OKE
$57B
$375K 0.02%
+4,147
MCO icon
207
Moody's
MCO
$78.8B
$375K 0.02%
859
+102
WSO icon
208
Watsco Inc
WSO
$15.5B
$375K 0.02%
1,030
BSX icon
209
Boston Scientific
BSX
$85.7B
$374K 0.02%
5,954
+1,197
AON icon
210
Aon
AON
$68.2B
$372K 0.02%
1,153
+348
SPOT icon
211
Spotify
SPOT
$109B
$365K 0.02%
753
+40
PCAR icon
212
PACCAR
PCAR
$58.9B
$365K 0.02%
3,160
+939
ITW icon
213
Illinois Tool Works
ITW
$72B
$364K 0.02%
1,398
+460
TFC icon
214
Truist Financial
TFC
$60.6B
$358K 0.02%
+7,790
GLD icon
215
SPDR Gold Trust
GLD
$150B
$358K 0.02%
+832
D icon
216
Dominion Energy
D
$59.2B
$358K 0.02%
5,790
+2,084
EOG icon
217
EOG Resources
EOG
$72.5B
$358K 0.02%
+2,473
AMP icon
218
Ameriprise Financial
AMP
$40.9B
$357K 0.02%
803
+111
JCI icon
219
Johnson Controls International
JCI
$85.6B
$353K 0.02%
2,696
+621
SSO icon
220
ProShares Ultra S&P500
SSO
$8.32B
$352K 0.02%
+6,791
ROST icon
221
Ross Stores
ROST
$75.6B
$350K 0.02%
+1,615
IWR icon
222
iShares Russell Mid-Cap ETF
IWR
$54.4B
$348K 0.02%
+3,580
WSC icon
223
WillScot Mobile Mini Holdings
WSC
$4.66B
$347K 0.02%
+20,000
GWW icon
224
W.W. Grainger
GWW
$59B
$345K 0.02%
316
+66
VXF icon
225
Vanguard Extended Market ETF
VXF
$29.4B
$344K 0.02%
1,673