71 West Capital Partners - Portfolio overview

71 West Capital Partners has 313 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES TR, 16.50%
2. IWD - ISHARES TR, 11.88%
3. VTV - VANGUARD INDEX FDS, 7.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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