KW

KWB Wealth

13F
KWB Wealth
Last update 2025-04-11 148 Stocks (13 new)
Value $829.00 Mil Turnover 8 %
Countries:
Top Holdings: SPYG(12.14%)SPLG(11.35%)SPYV(9.38%)SPAB(7.39%)SPDW(4.51%)
Summary Stock Picks Current Portfolio
KWB Wealth Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG
SPDR Portfolio S&P 500 Growth ETF
1,144,816
100,629.4
-5.56%
12.140
-0.69%
0.300
+24.65%
+9.61%
38,088.9
 
SPLG
SPDR Portfolio S&P 500 ETF
1,364,601
94,075.6
+2.63%
11.350
+0.29%
0.150
+16.68%
+7.38%
72,719.7
 
SPYV
SPDR Portfolio S&P 500 Value ETF
1,519,859
77,725.6
-3.91%
9.380
-0.41%
0.310
+8.82%
+4.93%
27,161.4
 
SPAB
SPDR Portfolio Aggregate Bond ETF
2,451,771
61,269.8
-2.16%
7.390
-0.18%
0.750
+0.10%
+3.72%
8,747.7
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
1,096,005
37,406.7
-5.01%
4.510
-0.27%
0.170
+15.38%
+21.12%
27,201.8
 
GTO
Invesco Total Return Bond ETF
779,345
36,161.6
-0.49%
4.360
-0.02%
1.930
+0.31%
+3.07%
1,965.8
 
SPHQ
Invesco S&P 500 Quality ETF
291,139
19,515.0
+15.07%
2.350
+0.31%
0.160
+12.88%
+8.17%
14,236.0
 
SLYV
SPDR S&P 600 Small Cap Value ETF
218,103
19,029.5
-6.35%
2.300
-0.16%
0.460
+13.57%
-3.62%
3,804.2
 
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
368,667
18,894.2
+11.76%
2.280
+0.24%
0.120
+18.04%
+8.19%
19,302.3
 
SPEM
SPDR Portfolio Emerging Markets ETF
462,278
17,737.6
-1.53%
2.140
-0.04%
0.170
+12.54%
+14.01%
12,391.0
 

KWB Wealth's Historical Top Holdings Breakdowns

KWB Wealth's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
2025-03-31
Reduce
Reduce
-0.86%
●
21.23 ($21.74) 22.14
$21.91
0.78%
Reduce -53.32%
269,723
-308,088
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Reduce
Reduce
-0.69%
●
80.05 ($87.3) 92.39
$96.07
10.05%
Reduce -5.56%
1,144,816
-67,461
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
2025-03-31
Add
Add
+0.69%
●
38.99 ($39.77) 40.37
$39.78
0.03%
Add 123.48%
260,912
144,161
SPMO
Invesco S&P 500 Momentum ETF
2025-03-31
New Buy
New Buy
+0.68%
●
91.76 ($97.86) 103.26
$112.51
14.97%
New holding
59,714
59,714
IDHQ
Invesco S&P International Developed Quality ETF
Invesco S&P International Developed Quality ETF
2025-03-31
Add
Add
+0.53%
●
28.25 ($30.21) 31.51
$32.91
8.94%
Add 37.5%
569,126
155,222
PG
Procter & Gamble Co
2025-03-31
Add
Add
+0.52%
●
158.56 ($167.49) 176.26
$160.83
-3.98%
Add 2116.12%
26,527
25,330
RECS
Columbia Research Enhanced Core ETF
2025-03-31
Add
Add
+0.46%
●
32.64 ($34.78) 36.12
$37.37
7.45%
Add 264.48%
149,661
108,600
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
2025-03-31
Reduce
Reduce
-0.45%
●
44.72 ($45.57) 46.25
$45.90
0.72%
Reduce -23.19%
254,806
-76,914
CGBL
Capital Group Core Balanced ETF
2025-03-31
Add
Add
+0.44%
●
30.81 ($31.74) 32.56
$33.70
6.18%
Add 571.07%
138,307
117,697
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.43%
●
34.95 ($36.32) 37.36
$40.18
10.63%
Add 386.81%
126,424
100,454

KWB Wealth Total Holding History ($B)

To

KWB Wealth's Asset Allocation

To

KWB Wealth Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KWB Wealth's Hypothetical Growth since 2025-03-31

KWB Wealth's Yearly Returns

Year Portfolio % % Excess Gain %

KWB Wealth's Holdings Heat Map

Size field:

KWB Wealth's Holdings Bubble Chart

KWB Wealth News

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