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Emily Tejeda

@Kwb Wealth

Latest period2024 - Q4ReportedManaged Assets$806.924MTotal holdings141
Assets growth rate5.18%Assets growth rate (2-Q avg)5.36%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kwb Wealth's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 141 positions.

Assets under management

The assets under management (AUM) of Kwb Wealth over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 806.924M in assets, with a quarterly growth rate of 5.18% and a 2-quarter average growth rate of 5.36%. The portfolio is managed by Emily Tejeda, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYGSpdr Ser Tr
Recent Activity
Decreased -5.82%
12.47%
$100.546M
1.212M shares@ $82.95 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -2.18%
11.13%
$89.764M
1.33M shares@ $67.52 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -3.61%
10.37%
$83.61M
1.582M shares@ $52.86 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -1.98%
8.12%
$65.507M
2.506M shares@ $26.14 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -3.6%
5.38%
$43.336M
1.154M shares@ $37.56 avg price
GTOInvesco Actively Managed Exc
Recent Activity
Decreased -1.47%
4.69%
$37.83M
783,220 shares@ $48.31 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -2.98%
2.51%
$20.221M
232,904 shares@ $86.83 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -13.02%
2.41%
$19.379M
469,447 shares@ $41.29 avg price
SLYGSpdr Ser Tr
Recent Activity
Decreased -3.55%
2.38%
$19.187M
206,068 shares@ $93.12 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -2.39%
1.88%
$15.102M
190,054 shares@ $79.46 avg price