Aryn Sands

@Act Wealth Management, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$213.903M

Total holdings46

Assets growth rate-5.16%

Assets growth rate (2-Q avg)2.91%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Act Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Act Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.903M in assets, with a quarterly growth rate of -5.16% and a 2-quarter average growth rate of 2.91%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EEMIshares Tr Recent Activity Increased 5.8%	0.17%	$358,057 8,562 shares@ $41.82 avg price	Increased 5.8%
IWFIshares Tr Recent Activity Increased 27.36%	0.15%	$319,843 796 shares@ $401.82 avg price	Increased 27.36%
MOAltria Group Inc Recent Activity Increased 1.77%	0.14%	$297,957 5,698 shares@ $52.3 avg price	Increased 1.77%
SCHBSchwab Strategic Tr Recent Activity Increased 206.56%	0.12%	$243,015 10,705 shares@ $22.71 avg price	Increased 206.56%
PLUGPlug Power Inc Recent Activity Increased 71.43%	0.03%	$51,120 24,000 shares@ $2.13 avg price	Increased 71.43%
POWWAmmo Inc Recent Activity Increased 33.34%	0.01%	$17,600 16,000 shares@ $1.1 avg price	Increased 33.34%