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71 West Capital Partners Portfolio holdings
AUM
$2.89B
Turnover
22.7%
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
(+4.6%)
Cap. Flow
+$228M
Cap. Flow
% of AUM
10.05%
Top 10 Holdings %
Top 10 Hldgs %
61.13%
Holding
317
New
58
Increased
221
Reduced
15
Closed
4
Avg Time Held
0.2
years
Top 10 Avg Time Held
0.3
years
Top 20 Avg Time Held
0.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$30M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$26.9M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$10.5M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.29M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$8.63M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Workday
WDAY
|
+$4.61M |
| 2 |
Trade Desk
TTD
|
+$3.37M |
| 3 |
Applovin
APP
|
+$584K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$388K |
| 5 |
Elevance Health
ELV
|
+$269K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 63.63% |
| 2 | Technology | 15.51% |
| 3 | Financials | 8.41% |
| 4 | Communication Services | 4.42% |
| 5 | Industrials | 3.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
iShares Russell 1000 Growth ETF
IWF
$125B
| $375M | 16.5% |
3,519,148
+264,128
| +8% | +$30M |
2025 Q4
1 quarter
|
|
|
2
iShares Russell 1000 Value ETF
IWD
$83.5B
| $270M | 11.88% |
1,264,328
+123,007
| +11% | +$26.9M |
2025 Q4
1 quarter
|
|
3
Vanguard Morningstar Value ETF
VTV
$190B
| $166M | 7.29% |
845,174
+39,240
| +5% | +$7.86M |
2025 Q4
1 quarter
|
|
|
4
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $117M | 5.13% |
877,176
+74,547
| +9% | +$10.5M |
2025 Q4
1 quarter
|
|
5
Vanguard Morningstar Growth ETF
VUG
$228B
| $105M | 4.63% |
1,447,002
+75,840
| +6% | +$5.9M |
2025 Q4
1 quarter
|
|
6
Vanguard Information Technology ETF
VGT
$147B
| $94.5M | 4.16% |
1,083,240
+86,080
| +9% | +$7.93M |
2025 Q4
1 quarter
|
|
7
Apple
AAPL
$5.02T
| $83.6M | 3.68% |
329,308
+22,576
| +7% | +$5.88M |
2025 Q4
1 quarter
|
|
8
NVIDIA
NVDA
$5.21T
| $73.7M | 3.24% |
422,838
+41,055
| +11% | +$7.53M |
2025 Q4
1 quarter
|
|
9
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $61.1M | 2.69% |
1,079,182
+30,756
| +3% | +$1.78M |
2025 Q4
1 quarter
|
|
10
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.8B
| $44.1M | 1.94% |
450,201
+21,854
| +5% | +$2.28M |
2025 Q4
1 quarter
|
|
|
11
iShares Core MSCI EAFE ETF
IEFA
$190B
| $42.5M | 1.87% |
469,898
+99,553
| +27% | +$9.29M |
2025 Q4
1 quarter
|
|
|
12
Alphabet (Google) Class A
GOOGL
$4.18T
| $39M | 1.72% |
135,611
+27,479
| +25% | +$8.63M |
2025 Q4
1 quarter
|
|
13
JPMorgan Chase
JPM
$899B
| $38M | 1.67% |
129,028
+11,206
| +10% | +$3.4M |
2025 Q4
1 quarter
|
|
14
State Street SPDR S&P 500 ETF Trust
SPY
$808B
| $37.5M | 1.65% |
57,699
+11,014
| +24% | +$7.49M |
2025 Q4
1 quarter
|
|
15
TSMC
TSM
$2.15T
| $36.3M | 1.6% |
107,401
+5,744
| +6% | +$1.98M |
2025 Q4
1 quarter
|
|
16
RTX Corp
RTX
$259B
| $31M | 1.36% |
160,716
+9,642
| +6% | +$1.92M |
2025 Q4
1 quarter
|
|
17
Bank of America
BAC
$361B
| $28.6M | 1.26% |
587,084
+23,129
| +4% | +$1.19M |
2025 Q4
1 quarter
|
|
18
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $28.6M | 1.26% |
446,401
+3,601
| +0.8% | +$238K |
2025 Q4
1 quarter
|
|
19
iShares MSCI EAFE ETF
EFA
$76.9B
| $27.5M | 1.21% |
283,481
+39,646
| +16% | +$3.97M |
2025 Q4
1 quarter
|
|
20
Berkshire Hathaway Class B
BRK.B
$1.13T
| $26.3M | 1.16% |
54,976
+4,902
| +10% | +$2.41M |
2025 Q4
1 quarter
|
|
21
Microsoft
MSFT
$3.91T
| $24.4M | 1.07% |
65,872
+5,555
| +9% | +$2.32M |
2025 Q4
1 quarter
|
|
22
ASML
ASML
$638B
| $23.2M | 1.02% |
17,551
+1,416
| +9% | +$1.94M |
2025 Q4
1 quarter
|
|
23
Amazon
AMZN
$2.71T
| $22.6M | 0.99% |
108,565
+9,878
| +10% | +$2.17M |
2025 Q4
1 quarter
|
|
24
Blackrock
BLK
$175B
| $21.6M | 0.95% |
22,434
+1,424
| +7% | +$1.5M |
2025 Q4
1 quarter
|
|
25
Meta Platforms (Facebook)
META
$1.82T
| $19.6M | 0.86% |
34,288
+3,579
| +12% | +$2.29M |
2025 Q4
1 quarter
|
|
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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 Miscellaneous at 64% of assets, down from 64% a quarter earlier, followed by Technology and Financials.
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.