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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
PGProcter And Gamble Co
Recent Activity
Increased 1.72%
0.82%
$4.269M
26,920 shares@ $158.6 avg price
AONAon Plc
Recent Activity
Decreased -1.65%
0.82%
$4.268M
12,212 shares@ $349.51 avg price
AVGOBroadcom Inc
Recent Activity
Increased 6.81%
0.81%
$4.206M
18,743 shares@ $224.4 avg price
NTSXWisdomtree Tr
Recent Activity
Decreased -3.7%
0.8%
$4.131M
89,696 shares@ $46.07 avg price
CVXChevron Corp New
Recent Activity
Increased 6.12%
0.75%
$3.861M
25,214 shares@ $153.14 avg price
MAMastercard Incorporated
Recent Activity
Decreased -5.84%
0.69%
$3.589M
7,107 shares@ $505.04 avg price
HDHome Depot Inc
Recent Activity
Increased 5%
0.69%
$3.556M
9,122 shares@ $389.82 avg price
MOAltria Group Inc
Recent Activity
Decreased -13.3%
0.66%
$3.421M
67,241 shares@ $50.88 avg price
LLYEli Lilly & Co
Recent Activity
Increased 2.81%
0.65%
$3.343M
4,180 shares@ $799.73 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.97%
0.64%
$3.32M
8,150 shares@ $407.37 avg price