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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
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 7.93%
0.43%
$3.41M
35,838 shares@ $95.16 avg price
AXPAmerican Express Co
Recent Activity
Increased 16.27%
0.34%
$2.721M
10,031 shares@ $271.22 avg price
PAAAPgim Etf Tr
Recent Activity
Increased 57.86%
0.3%
$2.419M
47,211 shares@ $51.25 avg price
PDNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 1.35%
0.28%
$2.214M
62,980 shares@ $35.16 avg price
JPMEJ P Morgan Exchange Traded F
Recent Activity
Increased 6.19%
0.22%
$1.733M
16,494 shares@ $105.05 avg price
WMTWalmart Inc
Recent Activity
Increased 18.96%
0.21%
$1.624M
20,117 shares@ $80.75 avg price
JPSEJ P Morgan Exchange Traded F
Recent Activity
Increased 0.11%
0.16%
$1.272M
26,489 shares@ $48.04 avg price
IJRIshares Tr
Recent Activity
Increased 0.12%
0.15%
$1.131M
9,672 shares@ $116.96 avg price
SHVIshares Tr
Recent Activity
Increased 1.31%
0.12%
$943,770
8,531 shares@ $110.63 avg price
VVisa Inc
Recent Activity
Increased 20.91%
0.12%
$941,502
3,424 shares@ $274.98 avg price