Spencer Danziger
71 West Capital Partners
Assets Managed
$2.274B
Holdings
313
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
4.56%(2Q avg: 2.28%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in 71 West Capital Partners's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 313 positions.
Assets under management
The assets under management (AUM) of 71 West Capital Partners over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.274B in assets, with a quarterly growth rate of 4.56% and a 2-quarter average growth rate of 2.28%. The portfolio is managed by Spencer Danziger, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IWF Ishares Russell 1000 Growth
| 16.5% | $375.141M 879,787 shares@ $426.4 avg price | Increased 8.12% |
IWD Ishares Russell 1000 Value E
| 11.89% | $270.149M 1.264M shares@ $213.67 avg price | Increased 10.78% |
VTV Vanguard Value Etf
| 7.3% | $165.823M 845,174 shares@ $196.21 avg price | Increased 4.87% |
XLK Technology Select Sect Spdr
| 5.13% | $116.577M 877,176 shares@ $132.91 avg price | Increased 9.29% |
VUG Vanguard Growth Etf
| 4.64% | $105.339M 241,167 shares@ $436.8 avg price | Increased 5.54% |
VGT Vanguard Info Tech Etf
| 4.16% | $94.475M 135,405 shares@ $697.73 avg price | Increased 8.64% |
AAPL Apple Inc
| 3.68% | $83.575M 329,308 shares@ $253.79 avg price | Increased 7.37% |
NVDA Nvidia Corp
| 3.25% | $73.743M 422,838 shares@ $174.4 avg price | Increased 10.76% |
SPYV Spdr Port S&p 500 Value
| 2.69% | $61.06M 1.079M shares@ $56.59 avg price | Increased 2.94% |
SPYG Spdr Portfolio S&p 500 Growt
| 1.94% | $44.079M 450,201 shares@ $97.92 avg price | Increased 5.11% |
1-10 of 313