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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
IWF icon
1
iShares Russell 1000 Growth ETF
IWF
$128B
$375M 16.5%
3,519,148
+264,128
+8% +$30M
IWD icon
2
iShares Russell 1000 Value ETF
IWD
$84.2B
$270M 11.88%
1,264,328
+123,007
+11% +$26.9M
VTV icon
3
Vanguard Morningstar Value ETF
VTV
$192B
$166M 7.29%
845,174
+39,240
+5% +$7.86M
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$123B
$117M 5.13%
877,176
+74,547
+9% +$10.5M
VUG icon
5
Vanguard Morningstar Growth ETF
VUG
$230B
$105M 4.63%
1,447,002
+75,840
+6% +$5.9M
VGT icon
6
Vanguard Information Technology ETF
VGT
$148B
$94.5M 4.16%
1,083,240
+86,080
+9% +$7.93M
AAPL icon
7
Apple
AAPL
$4.47T
$83.6M 3.68%
329,308
+22,576
+7% +$5.88M
NVDA icon
8
NVIDIA
NVDA
$5.32T
$73.7M 3.24%
422,838
+41,055
+11% +$7.53M
SPYV icon
9
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$61.1M 2.69%
1,079,182
+30,756
+3% +$1.78M
SPYG icon
10
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$44.1M 1.94%
450,201
+21,854
+5% +$2.28M
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$195B
$42.5M 1.87%
469,898
+99,553
+27% +$9.29M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.33T
$39M 1.72%
135,611
+27,479
+25% +$8.63M
JPM icon
13
JPMorgan Chase
JPM
$955B
$38M 1.67%
129,028
+11,206
+10% +$3.4M
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$811B
$37.5M 1.65%
57,699
+11,014
+24% +$7.49M
TSM icon
15
TSMC
TSM
$2.21T
$36.3M 1.6%
107,401
+5,744
+6% +$1.98M
RTX icon
16
RTX Corp
RTX
$305B
$31M 1.36%
160,716
+9,642
+6% +$1.92M
BAC icon
17
Bank of America
BAC
$447B
$28.6M 1.26%
587,084
+23,129
+4% +$1.19M
VEA icon
18
Vanguard FTSE Developed Markets ETF
VEA
$236B
$28.6M 1.26%
446,401
+3,601
+0.8% +$238K
EFA icon
19
iShares MSCI EAFE ETF
EFA
$80B
$27.5M 1.21%
283,481
+39,646
+16% +$3.97M
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.15T
$26.3M 1.16%
54,976
+4,902
+10% +$2.41M
MSFT icon
21
Microsoft
MSFT
$3.78T
$24.4M 1.07%
65,872
+5,555
+9% +$2.32M
ASML icon
22
ASML
ASML
$673B
$23.2M 1.02%
17,551
+1,416
+9% +$1.94M
AMZN icon
23
Amazon
AMZN
$3.01T
$22.6M 0.99%
108,565
+9,878
+10% +$2.17M
BLK icon
24
Blackrock
BLK
$175B
$21.6M 0.95%
22,434
+1,424
+7% +$1.5M
META icon
25
Meta Platforms (Facebook)
META
$1.53T
$19.6M 0.86%
34,288
+3,579
+12% +$2.29M
1
2 3 4 5

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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.