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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
SPYXSpdr Ser Tr
Recent Activity
New Position
0.1%
$509,000
10,680 shares@ $47.66 avg price
GBDCGolub Cap Bdc Inc
Recent Activity
New Position
0.1%
$491,402
32,980 shares@ $14.9 avg price
RSSBTidal Tr Ii
Recent Activity
New Position
0.08%
$382,851
16,888 shares@ $22.68 avg price
NSCNorfolk Southn Corp
Recent Activity
New Position
0.07%
$356,541
1,524 shares@ $233.96 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.07%
$353,996
13,005 shares@ $27.22 avg price
MSIMotorola Solutions Inc
Recent Activity
New Position
0.07%
$338,900
744 shares@ $455.52 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.06%
$280,084
2,450 shares@ $114.32 avg price
MSTRMicrostrategy Inc
Recent Activity
New Position
0.06%
$273,149
833 shares@ $327.91 avg price
HWMHowmet Aerospace Inc
Recent Activity
New Position
0.06%
$268,557
2,383 shares@ $112.7 avg price
COWZPacer Fds Tr
Recent Activity
New Position
0.05%
$253,573
4,492 shares@ $56.45 avg price