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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
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.4%
0.31%
$2.433M
13,581 shares@ $179.17 avg price
PAAAPgim Etf Tr
Recent Activity
Increased 57.86%
0.3%
$2.419M
47,211 shares@ $51.25 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -30.32%
0.3%
$2.397M
82,464 shares@ $29.07 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.81%
0.29%
$2.297M
4,991 shares@ $460.27 avg price
PDNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 1.35%
0.28%
$2.214M
62,980 shares@ $35.16 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Decreased -0.32%
0.23%
$1.845M
19,231 shares@ $95.95 avg price
PAVEGlobal X Fds
Recent Activity
Decreased -22.89%
0.23%
$1.829M
44,440 shares@ $41.16 avg price
SPBOSpdr Ser Tr
Recent Activity
Decreased -13.56%
0.22%
$1.75M
58,270 shares@ $30.04 avg price
JPMEJ P Morgan Exchange Traded F
Recent Activity
Increased 6.19%
0.22%
$1.733M
16,494 shares@ $105.05 avg price
VXFVanguard Index Fds
Recent Activity
Decreased -0.44%
0.21%
$1.653M
9,085 shares@ $181.99 avg price