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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
TOTLSsga Active Etf Tr
Recent Activity
New Position
0.6%
$4.833M
116,751 shares@ $41.4 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.34%
$2.716M
97,553 shares@ $27.85 avg price
IAGGIshares Tr
Recent Activity
New Position
0.34%
$2.672M
51,565 shares@ $51.82 avg price
RECSColumbia Etf Tr I
Recent Activity
New Position
0.18%
$1.392M
41,061 shares@ $33.92 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
New Position
0.13%
$979,332
32,482 shares@ $30.15 avg price
CGDVCapital Group Dividend Value
Recent Activity
New Position
0.12%
$946,347
25,970 shares@ $36.45 avg price
CGGRCapital Group Growth Etf
Recent Activity
New Position
0.12%
$909,550
26,144 shares@ $34.8 avg price
CGIECapital Group International
Recent Activity
New Position
0.09%
$710,424
23,400 shares@ $30.36 avg price
CGBLCapital Group Core Balanced
Recent Activity
New Position
0.08%
$639,941
20,610 shares@ $31.06 avg price
XLUSelect Sector Spdr Tr
Recent Activity
New Position
0.07%
$518,740
6,422 shares@ $80.78 avg price