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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
SPHQInvesco Exchange Traded Fd T
Recent Activity
Increased 1.4%
2.11%
$17.02M
253,007 shares@ $67.27 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 2.26%
2.03%
$16.319M
329,872 shares@ $49.47 avg price
IUSBIshares Tr
Recent Activity
Increased 51.8%
1.94%
$15.631M
331,720 shares@ $47.13 avg price
IVLUIshares Tr
Recent Activity
Increased 182.34%
1.85%
$14.879M
503,850 shares@ $29.53 avg price
QEFASpdr Index Shs Fds
Recent Activity
Increased 1.67%
1.57%
$12.643M
157,091 shares@ $80.49 avg price
JPEMJ P Morgan Exchange Traded F
Recent Activity
Increased 3.89%
1.03%
$8.251M
145,704 shares@ $56.63 avg price
XCEMColumbia Etf Tr Ii
Recent Activity
Increased 35.87%
0.94%
$7.557M
231,311 shares@ $32.67 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.57%
0.64%
$5.111M
11,877 shares@ $430.31 avg price
AAPLApple Inc
Recent Activity
Increased 3.66%
0.5%
$3.986M
17,109 shares@ $233.01 avg price
JMBSJanus Detroit Str Tr
Recent Activity
Increased 4.24%
0.44%
$3.508M
75,198 shares@ $46.66 avg price