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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
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
MDYVSpdr Ser Tr
Recent Activity
Decreased -2.39%
1.88%
$15.102M
190,054 shares@ $79.46 avg price
IVLUIshares Tr
Recent Activity
Increased 182.34%
1.85%
$14.879M
503,850 shares@ $29.53 avg price
MDYGSpdr Ser Tr
Recent Activity
Decreased -2.41%
1.82%
$14.631M
166,758 shares@ $87.74 avg price
IDHQInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -2.2%
1.63%
$13.146M
413,904 shares@ $31.77 avg price
SPMBSpdr Ser Tr
Recent Activity
Decreased -29.14%
1.62%
$13.018M
577,811 shares@ $22.53 avg price
QEFASpdr Index Shs Fds
Recent Activity
Increased 1.67%
1.57%
$12.643M
157,091 shares@ $80.49 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -7.5%
1.43%
$11.459M
251,799 shares@ $45.51 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -0.97%
1.28%
$10.313M
19,545 shares@ $527.67 avg price