Emily Tejeda

@Kwb Wealth

Latest period2024 - Q4

Reported4d ago

Managed Assets$806.924M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JGLOJ P Morgan Exchange Traded F Recent Activity New Position	0.07%	$511,763 8,166 shares@ $62.67 avg price	New Position
JBNDJ P Morgan Exchange Traded F Recent Activity New Position	0.07%	$484,732 8,870 shares@ $54.65 avg price	New Position
EQINColumbia Etf Tr I Recent Activity New Position	0.06%	$465,933 9,844 shares@ $47.34 avg price	New Position
SPLVInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.06%	$459,196 6,402 shares@ $71.73 avg price	New Position
EUSBIshares Tr Recent Activity New Position	0.06%	$418,874 9,455 shares@ $44.31 avg price	New Position
INEQColumbia Etf Tr I Recent Activity New Position	0.05%	$381,626 11,927 shares@ $32.0 avg price	New Position
TGRTT Rowe Price Etf Inc Recent Activity New Position	0.05%	$379,144 10,567 shares@ $35.89 avg price	New Position
OSEAHarbor Etf Trust Recent Activity New Position	0.05%	$323,003 11,165 shares@ $28.93 avg price	New Position
GOOGLAlphabet Inc Recent Activity New Position	0.04%	$319,993 1,929 shares@ $165.89 avg price	New Position
PGProcter And Gamble Co Recent Activity New Position	0.03%	$207,259 1,197 shares@ $173.15 avg price	New Position