test

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
HEFAIshares Tr
Recent Activity
Exited
0%
$2.88M
80,992 shares@ $35.56 avg price
FLIAFranklin Templeton Etf Tr
Recent Activity
Exited
0%
$2.66M
131,932 shares@ $20.17 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Exited
0%
$1.448M
27,748 shares@ $52.2 avg price
DNLWisdomtree Tr
Recent Activity
Exited
0%
$515,760
13,198 shares@ $39.08 avg price
DXJWisdomtree Tr
Recent Activity
Exited
0%
$462,307
4,098 shares@ $112.82 avg price
XOPSpdr Ser Tr
Recent Activity
Exited
0%
$430,713
2,961 shares@ $145.47 avg price
ITBIshares Tr
Recent Activity
Exited
0%
$418,575
4,142 shares@ $101.06 avg price
BABoeing Co
Recent Activity
Exited
0%
$383,326
2,106 shares@ $182.02 avg price
EFIVSpdr Ser Tr
Recent Activity
Exited
0%
$289,586
5,454 shares@ $53.1 avg price
DALDelta Air Lines Inc Del
Recent Activity
Exited
0%
$230,898
4,867 shares@ $47.45 avg price