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Aryn Sands

@Accurate Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$521.108MTotal holdings376
Assets growth rate4.68%Assets growth rate (2-Q avg)12.04%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Accurate Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 376 positions.

Assets under management

The assets under management (AUM) of Accurate Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 521.108M in assets, with a quarterly growth rate of 4.68% and a 2-quarter average growth rate of 12.04%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CBOECboe Global Mkts Inc
Recent Activity
New Position
0.53%
$2.731M
14,303 shares@ $190.95 avg price
AIZAssurant Inc
Recent Activity
New Position
0.53%
$2.728M
13,714 shares@ $198.93 avg price
EDConsolidated Edison Inc
Recent Activity
New Position
0.52%
$2.681M
30,416 shares@ $88.15 avg price
VONVVanguard Scottsdale Fds
Recent Activity
New Position
0.38%
$1.929M
23,920 shares@ $80.66 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.27%
$1.405M
12,286 shares@ $114.35 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.2%
$1.007M
1,053 shares@ $956.66 avg price
VONGVanguard Scottsdale Fds
Recent Activity
New Position
0.17%
$850,974
8,303 shares@ $102.49 avg price
TWLOTwilio Inc
Recent Activity
New Position
0.15%
$752,579
6,963 shares@ $108.09 avg price
DGDollar Gen Corp New
Recent Activity
New Position
0.12%
$620,261
8,692 shares@ $71.36 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.12%
$582,154
8,317 shares@ $70.0 avg price