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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
IVVIshares Tr
Recent Activity
Decreased -0.83%
1.08%
$8.661M
15,015 shares@ $576.81 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -6.36%
1.07%
$8.576M
156,842 shares@ $54.69 avg price
PFFDGlobal X Fds
Recent Activity
Decreased -2.21%
1.07%
$8.568M
412,315 shares@ $20.79 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
LPLALpl Finl Hldgs Inc
Recent Activity
Decreased -0.59%
0.82%
$6.582M
28,294 shares@ $232.63 avg price
IYWIshares Tr
Recent Activity
Decreased -13.72%
0.78%
$6.255M
41,253 shares@ $151.62 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -15.85%
0.73%
$5.868M
83,753 shares@ $70.06 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.57%
0.64%
$5.111M
11,877 shares@ $430.31 avg price
TOTLSsga Active Etf Tr
Recent Activity
New Position
0.6%
$4.833M
116,751 shares@ $41.4 avg price