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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
SHW icon
201
Sherwin-Williams
SHW
$88.1B
$395K 0.02%
1,232
+312
+34% +$107K
GM icon
202
General Motors
GM
$77.2B
$385K 0.02%
5,169
+1,179
+30% +$93.7K
AFL icon
203
Aflac
AFL
$61.2B
$381K 0.02%
3,470
+565
+19% +$62.6K
NSC icon
204
Norfolk Southern
NSC
$75B
$379K 0.02%
1,322
+560
+73% +$166K
BNY
205
Bank of New York Mellon
BNY
$108B
$377K 0.02%
3,180
+605
+23% +$71.9K
OKE icon
206
Oneok
OKE
$56.9B
$375K 0.02%
+4,147
New +$341K
MCO icon
207
Moody's
MCO
$82.8B
$375K 0.02%
859
+102
+13% +$48.3K
WSO icon
208
Watsco Inc
WSO
$13.5B
$375K 0.02%
1,030
– –
BSX icon
209
Boston Scientific
BSX
$73.1B
$374K 0.02%
5,954
+1,197
+25% +$95.8K
AON icon
210
Aon
AON
$75.7B
$372K 0.02%
1,153
+348
+43% +$116K
SPOT icon
211
Spotify
SPOT
$105B
$365K 0.02%
753
+40
+6% +$20.1K
PCAR icon
212
PACCAR
PCAR
$69.1B
$365K 0.02%
3,160
+939
+42% +$114K
ITW icon
213
Illinois Tool Works
ITW
$83.9B
$364K 0.02%
1,398
+460
+49% +$125K
TFC icon
214
Truist Financial
TFC
$63.4B
$358K 0.02%
+7,790
New +$385K
GLD icon
215
SPDR Gold Trust
GLD
$143B
$358K 0.02%
+832
New +$373K
D icon
216
Dominion Energy
D
$59.1B
$358K 0.02%
5,790
+2,084
+56% +$129K
EOG icon
217
EOG Resources
EOG
$74.6B
$358K 0.02%
+2,473
New +$300K
AMP icon
218
Ameriprise Financial
AMP
$49.2B
$357K 0.02%
803
+111
+16% +$53.5K
JCI icon
219
Johnson Controls International
JCI
$91.3B
$353K 0.02%
2,696
+621
+30% +$80.2K
SSO icon
220
ProShares Ultra S&P500
SSO
$8.41B
$352K 0.02%
+6,791
New +$388K
ROST icon
221
Ross Stores
ROST
$81.7B
$350K 0.02%
+1,615
New +$322K
IWR icon
222
iShares Russell Mid-Cap ETF
IWR
$57.5B
$348K 0.02%
+3,580
New +$358K
WSC icon
223
WillScot Mobile Mini Holdings
WSC
$4.18B
$347K 0.02%
+20,000
New +$408K
GWW icon
224
W.W. Grainger
GWW
$61.1B
$345K 0.02%
316
+66
+26% +$72.1K
VXF icon
225
Vanguard Extended Market ETF
VXF
$31.8B
$344K 0.02%
1,673
– –
7 8
9
10 11

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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.