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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
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
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 7.93%
0.43%
$3.41M
35,838 shares@ $95.16 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -12.99%
0.41%
$3.308M
81,414 shares@ $40.64 avg price
GOVTIshares Tr
Recent Activity
Decreased -13.47%
0.4%
$3.172M
135,267 shares@ $23.45 avg price
PXFInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -8.49%
0.39%
$3.128M
60,007 shares@ $52.13 avg price
PXHInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -12.02%
0.35%
$2.769M
126,151 shares@ $21.96 avg price
AXPAmerican Express Co
Recent Activity
Increased 16.27%
0.34%
$2.721M
10,031 shares@ $271.22 avg price
CGMSCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.34%
$2.716M
97,553 shares@ $27.85 avg price
IAGGIshares Tr
Recent Activity
New Position
0.34%
$2.672M
51,565 shares@ $51.82 avg price