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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
ZECPZacks Trust
Recent Activity
Exited
0%
$5.622M
180,900 shares@ $31.08 avg price
APHAmphenol Corp New
Recent Activity
Exited
0%
$2.869M
43,666 shares@ $65.71 avg price
WRBBerkley W R Corp
Recent Activity
Exited
0%
$2.855M
48,462 shares@ $58.92 avg price
TRVTravelers Companies Inc
Recent Activity
Exited
0%
$2.806M
11,647 shares@ $240.89 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Exited
0%
$2.79M
46,651 shares@ $59.81 avg price
MSBIMidland States Bancorp Inc
Recent Activity
Exited
0%
$2.434M
105,286 shares@ $23.12 avg price
DGROIshares Tr
Recent Activity
Exited
0%
$2.276M
35,893 shares@ $63.42 avg price
FSSFederal Signal Corp
Recent Activity
Exited
0%
$1.698M
18,223 shares@ $93.18 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$941,448
2,399 shares@ $392.44 avg price
DDOGDatadog Inc
Recent Activity
Exited
0%
$558,399
4,401 shares@ $126.89 avg price